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Wealth Portfolio Analyst: Asset Allocation & Insights

NFP Corp, Pleasant Hill, California, United States, 94523

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A leading asset management firm in California seeks a Portfolio Analyst to collaborate with Asset Managers in analyzing client portfolios. Responsibilities include providing insights for asset allocation, maintaining software tools, and executing trades. Candidates should possess strong analytical, organizational, and communication skills, along with a curiosity about capital markets. The role involves participating in investment committees and supporting investment solutions, emphasizing operational excellence and collaboration. #J-18808-Ljbffr