Portfolio Optimization Associate

Job Summary

A company is looking for a Portfolio Optimization Associate responsible for employer retirement account management and client portfolio preparation.

Key Responsibilities

• Develop target allocations and provide recommendations for employer retirement accounts
• Rebalance and monitor employer retirement accounts while overseeing quality control of new portfolio implementations
• Support operational functions for Trading & Research teams

Required Qualifications

• 6 months to one year of experience in the industry
• Bachelor's Degree in Business, Economics, Finance, or equivalent experience
• Knowledge of investment products such as Stocks, Bonds, Mutual Funds, and ETFs
• Proven abilities to maintain policies and procedures for regulatory requirements
• Beginner to Intermediate proficiency in Microsoft Excel is preferred