A boutique financial planning firm in Hackensack, NJ seeks a Portfolio Analyst to support investment research and operations. The position requires strong analytical skills and a collaborative approach. Responsibilities include preparing research reports and monitoring portfolios, and candidates should have investment analysis experience. Familiarity with financial platforms and a desire to achieve a Series 65 certification within six months is essential. Join us to enhance our investment strategies and contribute to our clients' financial success.
#J-18808-Ljbffr