Portfolio Analyst: UHNW Investing & Strategy

A wealth management firm in Dallas is seeking a Portfolio Analyst to support Ultra High Net Worth clients. This role includes conducting portfolio analysis and collaborating with Portfolio Strategists to recommend investment strategies. Ideal candidates will have an undergraduate degree, 1-5 years of experience in wealth management, and a strong desire to serve clients. This position values strong analytical skills and attention to detail, and requires progress towards CFA or CFP credentials. #J-18808-Ljbffr