Series 65 Licensed Portfolio AnalystVirtualVocations • Sugar Land, Texas, United States
Series 65 Licensed Portfolio Analyst
VirtualVocations • Sugar Land, Texas, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Portfolio Analyst Manager to lead the Portfolio Consulting Analyst team and enhance investment support for advisors.
Key Responsibilities
Provide investment support to advisors to enhance growth and client retention
Assist in onboarding and transitioning assets while supporting senior Portfolio Consultants
Participate in initiatives to improve the investment advisory platform and client outcomes
Required Qualifications and Education
Bachelor's degree in Science, Economics, Finance, or a related field
6 years of experience in investments or financial products analytics
Series 65 license required; Series 7 preferable
Progress towards CFA designation is a plus
Commitment to high ethical standards and professional interactions
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Portfolio Analyst • Sugar Land, Texas, United States
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