
SMA Portfolio Analyst | Trade Execution & Client Support
Franklin Templeton, San Ramon, CA, United States
A leading investment firm is looking for a Portfolio Analyst/SMA Specialist in San Ramon, CA. This full-time role involves implementing investment decisions, monitoring portfolio compliance, and generating reports. Candidates should have at least 2 years of experience and a bachelor's degree in finance or related fields. Strong analytical and communication skills are essential. The position offers a competitive salary between $90,000 and $120,000, along with comprehensive benefits.
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