Portfolio Investment Specialist
4 weeks ago
Investment Opportunities
Are you passionate about investing and looking for a challenging role in a dynamic team? Our RIA firm is seeking a skilled Portfolio Research and Trader to help maintain client portfolios, research investment ideas, and monitor portfolio progress. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work effectively in a team environment.
Key Responsibilities:
* Maintain client portfolios and ensure they align with their investment goals and risk tolerance
* Conduct thorough research on investment ideas and provide recommendations to clients
* Monitor portfolio progress and make adjustments as needed
* Collaborate with the team to develop and implement investment strategies
Requirements:
* Bachelor's degree in a related field
* 2+ years of experience in the investment industry
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
If you are a motivated and detail-oriented individual with a passion for investing, we encourage you to apply. Please submit your resume and salary requirements for consideration.
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