Wealth Portfolio Analyst - Client Strategy & Oversight

A financial advisory firm in New York City is seeking an Analyst to join their Client Portfolio Management Team. The role involves maintaining client wealth systems, organizing client data for oversight, and coordinating workflows with internal teams. Qualifications include 1-2 years of experience and proficiency in Microsoft Office. The position offers a salary of $105,000 to $115,000, plus bonus. #J-18808-Ljbffr