W3Global
Hybrid Client Portfolio Strategist & Investment Analyst
W3Global, Chattanooga, Tennessee, United States, 37450
A financial services firm in Chattanooga is looking for a Client Portfolio Manager and Senior Investment Analyst to blend advanced investment research with direct portfolio management. This mid-senior level position involves assessing client goals, conducting in-depth research, and developing tailored investment strategies. The ideal candidate should have a Bachelor's degree in finance, 5+ years of investment experience, and proficiency in portfolio management. A hybrid work model is offered along with a full-time employment type.
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