Investment Portfolio Analyst

4 weeks ago

Hyannis, Massachusetts, United States Boys and Girls Country of Houston Full time
About Us

At Asset Management Resources LLC, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals works tirelessly to provide personalized service and expert guidance.

Job Overview

We are seeking a highly motivated and detail-oriented Investment Portfolio Analyst to join our team. As an Investment Portfolio Analyst, you will be responsible for maintaining client portfolios, researching investment ideas, and monitoring portfolio progress.

Key Responsibilities
  • Maintain accurate and up-to-date records of client portfolios
  • Research and analyze market trends to identify potential investment opportunities
  • Monitor portfolio performance and make recommendations for adjustments as needed
  • Collaborate with the team to develop and implement investment strategies
Requirements
  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 2 years of experience in the investment industry
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience. In addition, we provide a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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