Series 65 Licensed Portfolio AnalystVirtualVocations • Austin, Texas, United States
Series 65 Licensed Portfolio Analyst
VirtualVocations • Austin, 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
[job_alerts.create_a_job]
Portfolio Analyst • Austin, Texas, United States
[internal_linking.related_jobs]
Since 1989, SHI International Corp.We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services.
Over 17,000 organizations worldwide rely on S...[show_more]
MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.
The team is responsible for the full investment life cycle, including : est...[show_more]
Since 1989, SHI International Corp.We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services.
Over 17,000 organizations worldwide rely on S...[show_more]
Portfolio Services Support Manager.Summary of Responsibilities : The portfolio services support manager is pivotal in the success of the assigned portfolio.
This role ensures that each property withi...[show_more]
Collections Analyst Position - Onsite in Austin, TX.This Jobot Job is hosted by : Tarek Hamzeh.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $50...[show_more]
Box (NYSE : BOX) is the leader in Intelligent Content Management.Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform ...[show_more]
Salary commensurate with experience.Required Application Materials.A resume and letter of interest is required to apply.Candidates under final consideration will also be required to submit professi...[show_more]
Gartner's Consulting business is an.Gartner's industry-leading IT Research.From CIOs to leaders in business and government, we help Gartner clients across enterprises translate insights into transf...[show_more]
Crypto Quantitative Analyst (Global- Remote - Non.Token Metrics provides AI-based cryptocurrency ratings and price predictions.
Our customers leverage our professional analysts, analytics, and artif...[show_more]
Amelia, United States; Atlanta, United States; Austin, United States; Charlotte, United States; Chicago, United States; Dallas, United States.
Hartford, United States; Houston, United States; Miami...[show_more]
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
Job Title : Business Analyst 3 Contract Type : Contract - Full-Time Work Location : Austin, TX 78751 (Onsite Only – Local Candidates Required) Duration : 9 - 10 moths (with possible extensions) Intervi...[show_more]
Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission.
Outlier is committed to improving the intelli...[show_more]
The Mortgage Credit Analyst is primarily responsible for performing Loan Reviews, Loan Pricing Reviews and other routine audits to ensure the accuracy and completeness of loan application and to su...[show_more] Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more] 
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...[show_more]
Quantitative Portfolio Management Senior Analyst - Associate.Unclassified Regular Full-Time (URF).With the Investment Management Division (IMD) you will be joining a diverse group of achievers who ...[show_more]
Treaty Oak Clean Energy, LLC (Treaty Oak) is a clean energy platform focused on developing, commercializing, building, and operating utility-scale solar plus battery storage projects in targeted U....[show_more]
FinOps Analyst
SHI International • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Fund Management Analyst
MicroVentures • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
FinOps Analyst
SHI GmbH • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Portfolio Services Support Manager
Austin Staffing • Austin, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Collections Analyst
Jobot • Austin, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Senior Solution Portfolio Manager, Financial Services
Box • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Systems Analyst-IS-Finance
University of Texas System • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Licensing Analyst, Contract Optimization
Gartner • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Crypto Quantitative Analyst (Global- Remote - Non.US)
Token Metrics • Austin, Texas, United States, 78701
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30]
CAT Risk Analyst
Munich RE • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Accommodations Analyst
Visa • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Business Analyst 3
Aroha Technologies • Austin, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Business Analyst (Remote)
Scale AI • Austin, Texas, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Mortgage Credit Analyst
IBC Bank • Austin, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Finance Data Analyst
Visa • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Licensed Global Financial Investing Services, Specialist
Charles Schwab • AUSTIN, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Quantitative Portfolio Management Senior Analyst - Associate
Teacher Retirement System of Texas • Austin, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Analyst, Investments
Treaty Oak Clean Energy • Austin, Texas, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]