
Wealth Portfolio Analyst: Asset Allocation & Insights
NFP Corp, Los Angeles, California, United States, 90079
A financial services firm in Los Angeles is seeking a Portfolio Analyst to provide valuable analysis and insights into client portfolios. The role involves working closely with Asset Managers to analyze and review wealth management strategies and make recommendations for asset allocation. Candidates should have experience with asset classes and investment vehicles, as well as strong analytical and communication skills. This position offers an opportunity to play a crucial role in enhancing client relationships and operationalizing portfolio management.
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