Portfolio Analyst: Client Analytics & Investment Support

A leading financial advisory firm is seeking a highly ambitious Portfolio Analyst in New York to support both new and existing client relationships. The role involves working with senior team members, preparing marketing materials, and engaging in project management. Ideal candidates have 1-3 years of experience, advanced PowerPoint and Excel skills, and a passion for financial markets. A CFA designation and familiarity with Portfolio Analytics tools are advantageous. #J-18808-Ljbffr