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Portfolio Management Analyst: Rebalancing & Strategy

MAI Capital Management, Cincinnati, Ohio, United States, 45208

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A financial services firm based in Cincinnati is seeking a Portfolio Management Analyst to work closely with investment and advisory teams. This role involves portfolio rebalancing, performance reporting, and client presentations. The ideal candidate will hold a Bachelor's degree in finance or a related field, have skills in financial software, and possess strong communication and Excel abilities. The position requires a diligent, detail-oriented individual ready to contribute effectively in a collaborative environment. #J-18808-Ljbffr