Portfolio Analyst

VirtualVocationsMadison, Wisconsin, United States

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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

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Portfolio Analyst • Madison, Wisconsin, United States

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