Series 65 Licensed Portfolio Analyst
Job Summary
A company is looking for a Portfolio Analyst Manager to lead the Portfolio Consulting Analyst team and enhance investment support for advisors.
Key Responsibilities
- Provide investment support to advisors to enhance growth and client retention
- Assist in onboarding and transitioning assets while supporting senior Portfolio Consultants
- Participate in initiatives to improve the investment advisory platform and client outcomes
Required Qualifications and Education
- Bachelor's degree in Science, Economics, Finance, or a related field
- 6 years of experience in investments or financial products analytics
- Series 65 license required; Series 7 preferable
- Progress towards CFA designation is a plus
- Commitment to high ethical standards and professional interactions
COMPLETE JOB DESCRIPTION
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Company Overview
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