Wealth Portfolio Analyst: Asset Allocation & Insights

A financial services firm in Springfield, MA is seeking a Portfolio Analyst to support Asset Managers with portfolio analysis and recommendations. Responsibilities include analyzing current portfolios, making asset allocation suggestions, and providing insights for client portfolios. The ideal candidate will have strong communication and documentation skills, experience with investment analysis, and proficiency in tools like Excel and Y:Charts. This role demands attention to detail and the ability to manage multiple tasks effectively. #J-18808-Ljbffr