Portfolio Analyst: Asset Strategy & Due Diligence

A financial advisory firm in Pleasant Hill, California is seeking a Portfolio Analyst. This role involves analyzing client portfolios, making asset allocation recommendations, and maintaining software tools for portfolio management. Applicants should have advanced communication skills and a solid understanding of various asset classes and investment vehicles. The position offers the chance to work closely with asset managers to enhance client relationships and contribute to overall firm success. #J-18808-Ljbffr