Portfolio Management Expert

3 weeks ago


Fort Lauderdale, Florida, United States Coastal Wealth Full time

The Portfolio Analyst position at Coastal Wealth presents an exciting opportunity to join a reputable financial solutions firm dedicated to integrity and transparency. As a key member of our team, you will be responsible for analyzing market trends, comparing industries, and interpreting financial metrics. Your expertise will be instrumental in generating trading reports, monitoring performance metrics, and tracking performance.

To excel in this role, you should possess strong quantitative and analytical abilities, as well as a solid understanding of markets and investments. A four-year college degree or professional certification is preferred. Familiarity with the financial industry and various products is essential. We offer a competitive salary range of $60,000 - $80,000 yearly, along with a comprehensive benefits package, including 401(k) matching, dental insurance, and flexible scheduling.



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