Portfolio Analyst: Wealth Management & Strategy

A financial services firm in Chicago is seeking a Portfolio Analyst to analyze investment portfolios and provide recommendations to asset managers. This role involves preparing portfolio reviews, assessing client accounts for optimal asset allocation, and supporting the asset management team with due diligence efforts. Ideal candidates will have strong analytical skills and experience with relevant software tools, coupled with excellent communication abilities to maintain client relationships. #J-18808-Ljbffr