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Wealth Portfolio Analyst: Asset Allocation & Insights

NFP Corp, Chicago

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A financial services firm is seeking a Portfolio Analyst in Chicago, IL, to analyze client portfolios and make asset allocation recommendations. Candidates should have excellent communication skills and experience with various asset classes. The role involves collaborating with Asset Managers and executing trades while supporting client relationships. Attention to detail and the ability to operate analytical software tools are essential for success in this role, which offers a dynamic team environment and the opportunity to contribute to investment strategies.
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