Portfolio Analyst
VirtualVocationsMilwaukee, Wisconsin, United Statesjob_description.job_card.30_days_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 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 • Milwaukee, Wisconsin, United States
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