Remote Portfolio Analyst

Job Summary

A financial service provider is in need of a Remote Portfolio Analyst.

Individual must be able to fulfill the following responsibilities:

• Maintain an inventory of non-model assets and execution on related due-diligence
• Assist in quarterly investment reviews production
• Reassess client asset allocation strategies as needed through analysis

Qualifications Include:

• Investment experience, preferably at an asset management firm or registered investment advisor
• Series 65 or Series 7/66 required prior to hire
• Experience working with trusts and non-profit organizations is valued
• Able to seek creative solutions and to understand how the smallest details fit into the “big picture”