Client Portfolio Analysis Associate — ETF SMA Focus

A leading financial services corporation is seeking an Associate for Client Portfolio Analysis in Newark, NJ. The ideal candidate will have over 6 years of experience in client services, particularly with retail separately managed accounts. Responsibilities include providing portfolio analyses, liaising with clients and financial advisors, and generating performance reports. Candidates should possess strong Excel skills and hold a CFA designation. Competitive salary with various employee benefits including a pension plan and wellness programs. #J-18808-Ljbffr