Investment Portfolio Analyst

Investment Analyst Position SummaryThe Investment Analyst role at SFMG Wealth Advisors involves collaborating with our advisors to meet clients' investment needs, providing insightful analysis on portfolio positions, and contributing to investment recommendations for the Investment Committee.Key Responsibilities:Developing portfolio analysis reports for...

Job Summary:We are seeking a skilled Senior Business Analyst to join our Portfolio Engineering and Trading Technology Team at Fisher Investments. As a key member of our team, you will be responsible for providing business/product support in order and execution management.Key Responsibilities:Effectively foster dialogue and communication between internal...

Role OverviewAs a UK Investment Counsellor at Fisher Investments, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK. This role requires a strong understanding of the UK market and regulatory practices, as well as excellent communication and interpersonal skills.Key ResponsibilitiesDevelop and implement...

At Management Business Solutions, we're seeking a Financial Portfolio Strategist to partner with our internal portfolio decision-makers, research teams, and client service associates to deliver exceptional client service.As a key member of our team, you'll build trusting relationships with clients, educating them on portfolio strategy, investments, and...

Shape the Future of InvestingJoin Vanguard's MBA Internship Program - Investment Management Track and complement your education with real-world experience. You'll use your passion for investments to directly impact the financial future of our investors.As a member of our team, you'll:Experience our culture of continual growth and learning from world-class...

Role OverviewWe are seeking a skilled Investment Counsellor to join our team in the UK. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their investment goals and...

Job Description:The Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategy, portfolio design, and modern portfolio theory.Key Responsibilities:Manage client relationships,...

The ideal candidate for this role as a Top Investment Sales Executive will have a proven track record of success in the field of investment sales, with a strong focus on building and maintaining relationships with high-net-worth individuals and families.We are seeking a driven and results-oriented individual to join our team at Staffing In Motion, where you...

Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Samsung Electronics America North America. The successful candidate will be responsible for creating and maintaining financial analysis reports and insights for the NCME Product Management team and its respective sales channel.The ideal candidate will have a strong background in...

Job Title: Data AnalystJob Summary:We are seeking a highly skilled Data Analyst to join our team at Resource Informatics Group. As a Data Analyst, you will be responsible for obtaining and analyzing data using advanced statistical tools and sharing findings that lead to greater client insight, optimized performance, and improved retention.Key...

Job SummarySr. Benefits Analyst reports to the Director of Benefits and administers one or more health & welfare benefit programs for Aimbridge Hospitality. This position balances experience in employee benefits benefit vendor management and knowledge of the internal HR operations to ensure efficient plan administration.ResponsibilitiesAssists in the...

Job Title: Senior Surveillance AnalystAt NewPoint Real Estate Capital LLC, we are seeking a highly skilled Senior Surveillance Analyst to join our team. The ideal candidate will have a strong background in commercial real estate finance and a proven track record of analyzing complex financial data.The Senior Surveillance Analyst will be responsible for...

Hotel Financial Analyst Job SummaryAimbridge Hospitality is seeking a skilled Hotel Financial Analyst to support Hotel Finance and Operations leaders in driving value and return on assets. As a key member of our team, you will analyze and report on weekly and monthly hotel performance, identifying key drivers and areas of opportunity.Key...

Job Title: Business AnalystWe are seeking a highly skilled Business Analyst to join our team at Innova Solutions. As a Business Analyst, you will be responsible for coordinating client events and issues across all operations teams and business partners, and acting as a single point of contact for Operations.Key Responsibilities:Coordinate and manage tasks...

Talascend Seeks Ecommerce Financial AnalystTalascend is currently seeking a highly skilled Ecommerce Financial Analyst for a long-term contract opportunity in a global Electronics company.Job SummaryThe primary functions of a Financial Analyst include gathering and analyzing financial information, conducting quantitative analyses of information affecting...

Job SummaryThe Benefits Analyst is responsible for administering multiple aspects of the health and welfare plans, including self-insured and fully-insured health plans, dental, vision, health savings account, flexible spending accounts, COBRA, and commuter benefits. Reporting to the Senior Director of Benefits, the benefits analyst is accountable for health...

Job SummaryAimbridge Hospitality is seeking a skilled Hotel Financial Analyst to support Hotel Finance and Operations leaders in driving hotel performance. As a key member of the team, you will analyze and report on weekly and monthly hotel performance, identifying areas of opportunity and developing actionable recommendations to drive value and return on...

Capital One is seeking a highly skilled Multifamily Loan Portfolio Manager to join our team in Plano, Texas. As an Asset Risk Mitigation Expert, you will be responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk mitigation efforts.The ideal candidate will have a strong background in...

At Public Storage, we're committed to delivering exceptional results through our analytical efforts. As a key member of our real estate division, the Real Estate Financial Analyst plays a crucial role in leading our analytical efforts related to development, redevelopment, and acquisition underwriting.The Analyst responsibilities include collaborating with...

At BCforward, we’re currently seeking a highly motivated Business Analyst IV Leader to join our team in the US - Plano, TX area.The Business Analyst IV Leader is a key member of the Global Technology (GT) team that provides critical support to business process review programs. Responsibilities include executing the Enterprise Process Management Policy and...