Series 65 Licensed Portfolio AnalystVirtualVocations • Indianapolis, Indiana, United States
[error_messages.no_longer_accepting]
Series 65 Licensed Portfolio Analyst
VirtualVocations • Indianapolis, Indiana, United States
[job_card.variable_days_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 • Indianapolis, Indiana, United States
[internal_linking.similar_jobs]
US-IN-Indianapolis | US-IL-Chicago | US-IN-Indianapolis | US-MN-St Louis Park | US-WI-Milwaukee | US-MI-Grand Rapids | US-MI-Ann Arbor.
Old National Bank has been serving clients and communities sin...[show_more]
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $1B.
We analyze billions of alternat...[show_more]
Taft is seeking an eDiscovery Analyst to serve our eDiscovery Services team in Taft's Chicago, Cincinnati, Cleveland, Columbus, Dayton, Denver, Detroit, Indianapolis or Minneapolis office.We are se...[show_more]
The Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portf...[show_more]
Agency Interview Type : In person only.Applications with resumes in PDF Format will be automatically rejected.Only Word format resumes will be considered.
DLGF is seeking a senior level Business Anal...[show_more]
Client Representative Analyst In this Individual Contributor role, you will oversee every aspect of the client experience, from working with the initial project team that creates and implements a n...[show_more]
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
Conduct virtual assessments with families who request information.Recommend coverage based on needs and assist with applications.
Run Zoom or phone appointments.State license or willingness to obtai...[show_more]
Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies.
At the state, you'll find competitive...[show_more]
Are you passionate about making an impact in the world of cybersecurity and risk management? At.If we do not have a role that matches your skills and interests today, we’re growing and evolving—and...[show_more]
PRIMARY PURPOSE : Responsible for all phases of the analyzation, administration and processing of all lease data and charges, including cost accumulation, verification, analyzation, and preparation ...[show_more]
Location : Atlanta, GA, US, 30339 La Vista, NE, US, 68128 Rapid City, SD, US, 57703 Austin, TX, US, 78744 Jessup, MD, US, 20794 Sioux Falls, SD, US, 57104 Washington, DC, US, 20019 New Orleans, LA, ...[show_more]
Senior FP&A Analystto join our dynamic team! We are an award-winning electrical design-build firm headquartered in Indianapolis, IN, with offices in Denver, CO, Los Angeles, CA, and Naples, FL....[show_more]
Clinical Architecture is at the forefront of healthcare IT innovation.Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a diff...[show_more]
Client Solution Architects (CSA) is currently seeking a Program Analyst to support our program at Camp Atterbury, IN.For nearly 50 years, CSA has delivered integrated technology and operational sup...[show_more]
Exciting Opportunity to Join Our Legacy of Environmental Leadership!.Corporate Office - Indianapolis, Indiana.At Arcwood Environmental, we are more than just a company.
we are pioneers in industria...[show_more]
Valuations Analyst- 100% Remote.House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work fo...[show_more]
Gleaners Food Bank of Indiana is the state’s largest hunger relief organization and one of the leading food banks in the Feeding America Network.
In additional to vital hunger relief programs ...[show_more]
Treasury Management Analyst
Old National Bank • Indianapolis, IN, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Equity Research AnalystUS Remote
YipitData • Indianapolis, IN, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
eDiscovery Analyst
Taft Stettinius & Hollister LLP • Indianapolis, IN, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Portfolio Management Team Leader
Northwest Bank • Fishers, IN, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Business Analyst
Padmore Global Connections LLC • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Services Analyst (Hybrid) - Indianapolis
Doxim • Indianapolis, IN, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • Carmel, Indiana
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Remote Protection Analyst
The Blue Haven Life • Indianapolis, IN, us
[filters.remote]
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Financial Analyst
State of Indiana • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Future Positions
Reveal Risk • Carmel, IN, United States
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Lease Analyst
Simon Property Group • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Portfolio Director (SUP)
Republic National Distributing Company • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior FP&A Analyst
InPwr • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Client Service Analyst
Clinical Architecture • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Program Analyst
CSA Global LLC • Edinburgh, IN, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
IT-Financial Systems Analyst
Arcwood Environmental, LLC • Indianapolis, IN, USA
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Valuations Analyst
House Buyers of America • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Neighbor Insights Analyst
Gleaners Food Bank Of I • Indianapolis, IN, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]