Strategic Portfolio Proposals Lead

A premier financial advisory firm located in Akron, Ohio is seeking a Portfolio Analyst to lead the investment proposal process. The role involves working closely with advisors on portfolio management and conducting security analysis. Candidates should have a Bachelor's degree, alongside investment management experience, preferably 4-6 years. The ideal candidate has strong skills in financial markets and is proficient in Microsoft Office, especially Excel. Great communication and team collaboration abilities are essential in this dynamic environment. #J-18808-Ljbffr