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Wealth Portfolio Analyst: Asset Allocation & Insights

Work180, Los Angeles, California, United States, 90079

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A prominent financial services firm is seeking a Portfolio Analyst in Los Angeles to support Asset Managers by analyzing client portfolios and making asset allocation recommendations. The role involves conducting performance analysis, preparing portfolio reviews, and being an integral part of the team's Investment and Annuity Committees. Ideal candidates will possess strong analytical skills, experience with various investment vehicles, and effective communication abilities. This position offers an exciting opportunity to contribute to client success through detailed portfolio insights. #J-18808-Ljbffr