Portfolio Analyst

Job Summary

A company is looking for a Portfolio Analyst.

Key Responsibilities

• Support the Asset Management Services Group by executing trades based on product models and guidelines
• Analyze data for discrepancies between current positions and models
• Review accounts to ensure compliance with portfolio manager specifications

Required Qualifications

• At least 4 years of recent experience in the financial services industry
• General knowledge of the financial market
• Trading experience is required
• Minimum of Associate's degree
• Proficient in using Excel and Outlook