Wealth Portfolio Analyst: Asset Allocation & Insights

A financial services firm in Stamford, Connecticut is seeking a Portfolio Analyst to analyze client portfolios and make asset allocation recommendations. The role involves working closely with Asset Managers, executing trades, and maintaining software tools. Ideal candidates possess strong analytical skills, knowledge of various investment vehicles, and the ability to communicate effectively with clients. This position offers exposure to high-net-worth individuals and the opportunity to contribute to client success. #J-18808-Ljbffr