SMA Portfolio Analyst: Research, Trade & Client Insights

A financial services firm is looking for a Portfolio Analyst in Alpharetta, Georgia. This role involves supporting the management of client portfolios, assisting in product research and reporting, and ensuring collaboration within the team. The ideal candidate should have a Bachelor's degree in a relevant field and 2+ years of experience in investment management. Strong analytical, communication, and Excel skills are essential. The firm offers benefits including paid lunch for onsite employees and mental health support. #J-18808-Ljbffr