Portfolio Strategy Specialist: Client Insights & Trade

A regional financial institution in North Carolina is seeking a Portfolio Strategist Specialist to conduct portfolio analysis and support client presentations. Responsibilities include facilitating new business development, ensuring compliance in portfolio reviews, and answering inquiries regarding trading systems. The ideal candidate will have a Bachelor's degree with relevant experience or a High School diploma with significant experience in financial research. This role offers a competitive benefits program. #J-18808-Ljbffr