Investment Portfolio Analyst
We're looking for someone who can dig deep into portfolio performance and help our clients understand what's actually happening with their investments. You'll work directly with data, build models, and communicate findings in ways that make sense to people who aren't financial experts.
- Analyze investment portfolios across multiple instrument types
- Build risk assessment models for client accounts
- Prepare reports that explain performance without the jargon
- Work with advisors to identify rebalancing opportunities