Wealth Portfolio Manager
2 days ago
Job Overview
The Private Wealth Analyst is a key contributor to the success of our wealth management team. This role involves supporting senior analysts in delivering high-quality portfolio analytics and preparing client proposals.
- Prepare customized investment analysis to support relationship managers and clients in decision-making.
- Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
- Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.
We are seeking an individual with a degree in Finance, Economics, Business, or related field; CFA/CFP (preferred). Relevant experience in wealth management, investment advisory, or portfolio analysis is required. Strong knowledge of financial markets, investment products, and asset allocation principles is essential.
Key Requirements:
- Bachelor's/Master's degree in Finance, Economics, Business, or related field;
- CFA/CFP (preferred);
- ~2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis;
- Strong knowledge of financial markets, investment products, and asset allocation principles;
- Advanced Excel and financial modeling skills;
About Us:
We are a leading provider of wealth management services. Our team is committed to delivering exceptional results and building strong relationships with our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.
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