Portfolio Reviewer
VirtualVocationsMilwaukee, Wisconsin, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Portfolio Reviewer.
Key Responsibilities
Overlay accounts to pre-defined trading models and execute trades based on product guidelines
Analyze data for discrepancies between current positions and models
Assist with account reviews 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
Ability to work in a fast-paced environment
Proficiency in Excel and Outlook
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Reviewer • Milwaukee, Wisconsin, United States
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