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Banking & Finance Financial Consultant Financial Analyst

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Work180
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services firm in Stamford, Connecticut is seeking a Portfolio Analyst to analyze client portfolios and make asset allocation recommendations. The role involves working closely with Asset Managers, executing trades, and maintaining software tools. Ideal candidates possess strong analytical skills, knowledge of various investment vehicles, and the ability to communicate effectively with clients. This position offers exposure to high-net-worth individuals and the opportunity to contribute to client success.
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