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Client Portfolio Analyst — Relationship & Performance

Selby Jennings, Boston, MA, United States


A leading global investment management firm is seeking a Client Portfolio Analyst to join its Client Portfolio Management team. This role involves coordinating client communications, preparing reports, and monitoring portfolios. The ideal candidate will have a Bachelor's degree, 2-5 years of relevant experience, and strong communication and Excel skills. The firm emphasizes detail orientation and proactive management within a fast-paced environment. This position is pivotal in ensuring client needs are met accurately. #J-18808-Ljbffr