A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in Finance, have strong analytical skills, and are proficient in Excel, with familiarity in tools like Bloomberg preferred. This is a full-time role within a dynamic and client-focused environment.
#J-18808-Ljbffr