Wealth Portfolio Analyst: Asset Allocation & Insights

A leading financial services firm in Maryland seeks a Portfolio Analyst to analyze client portfolios, provide asset allocation recommendations, and support Relationship Managers. This role requires attention to detail and the ability to communicate with clients effectively. Candidates should have experience with investment vehicles and be proficient in several software tools for analyzing portfolios. The firm promotes a collaborative environment and is focused on optimizing client outcomes. #J-18808-Ljbffr