Series 65 Licensed Portfolio AnalystVirtualVocations • Indianapolis, Indiana, United States

Series 65 Licensed Portfolio Analyst

VirtualVocations • Indianapolis, Indiana, United States

[job_card.1_day_ago]

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[job_card.full_time]

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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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