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Hybrid Portfolio Analyst & Client Reporting

Fiducient Advisors, Washington, District of Columbia, United States


A leading wealth management firm is seeking a Consulting Analyst to enhance client experiences through detailed analysis and portfolio evaluations. Responsibilities include collaborating with investment consultants, constructing investment policy statements, and analyzing client portfolios. The ideal candidate will possess a bachelor's degree in finance or related fields, has 2-5 years of financial services industry experience, and strong communication skills. This role offers a hybrid work model that includes both office and remote work. #J-18808-Ljbffr