
Hybrid Portfolio Analyst - Trading & Client Support
Apella Wealth, Bellevue, WA, United States
A national investment advisory firm is seeking a detail-oriented Portfolio Analyst in Bellevue, WA. The role involves managing daily model portfolio trading, providing analytical support, and collaborating with Financial Advisors. Candidates should have a Bachelor's degree in Finance or related fields, alongside knowledge of investment instruments and strong analytical skills. The position offers a hybrid work arrangement and competitive compensation between $70,000 and $77,000, with benefits including unlimited paid time off and education assistance.
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