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Strategic Portfolio Analyst for Client Goals

Blue Trust, Inc., Alpharetta, Georgia, United States, 30239

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A financial services company located in Georgia seeks a Portfolio Analyst to ensure client portfolios align with their investment goals. This role involves regular reviews of investment accounts, engagement with clients, and collaboration with various teams to develop comprehensive investment solutions. Candidates should have a bachelor's degree and strong skills in communication and financial analysis. #J-18808-Ljbffr