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Remote Associate Portfolio Solutions Analyst I

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Tue, Mar 02, 2021
Job Category: Information Technology
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A financial company needs applicants for an opening for a Remote Associate Portfolio Solutions Analyst I.

Core Responsibilities Include:

  • Supporting Portfolio Solutions Team in assembling and reviewing investment data
  • Delivering quality service to financial advisors and internal departments
  • Enrolling in and work towards completion of the CFA program

Qualifications Include:

  • 2+ years of working experience
  • 0-2 years experience in related field
  • Series 7/66 required or attainable within six months of hire
  • Proficiency in spreadsheets, databases, and other software programs
  • Solid knowledge of economic, statistical and investment concepts
  • Successful progress towards completion of the Chartered Financial Analyst (CFA) designation

COMPLETE JOB DESCRIPTION

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