Strategic Portfolio Development Specialist

1 week ago


Melville, New York, United States Phaxis - Financial Services Full time
{"Company Overview": "Phaxis - Financial Services is a leading provider of financial solutions, dedicated to delivering exceptional results to our clients.", "Salary": "The estimated annual salary for this role is $65,000 - $85,000, depending on experience.", "Job Description": "Our Portfolio Management Associate

At Phaxis - Financial Services, we are seeking a highly motivated and detail-oriented Portfolio Management Associate to join our team. In this role, you will be responsible for developing investment proposals and providing trade recommendations to our clients.

You will also execute transactions on brokerage platforms, manage cash requirements, and ensure compliance with relevant regulations.

Additionally, you will assist with portfolio analysis and commentary, as well as performance, risk analysis, and asset allocation.

Our ideal candidate will have 1-2 years of experience with mutual funds and stocks, with a strong understanding of financial markets and instruments.


Required Skills and Qualifications
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Proficiency in financial software and tools

Benefits

At Phaxis - Financial Services, we offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives.


Others

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.", "Benefits": "Comprehensive benefits package", "Others": "Equal opportunities employer"}



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