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Portfolio Analyst
VirtualVocationsCleveland, Ohio, United States30+ days ago
Job type
- Full-time
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 • Cleveland, Ohio, United States
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