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Portfolio Analyst
VirtualVocationsSanta Clara, California, United StatesHace más de 30 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
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 • Santa Clara, California, United States
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