Wealth Portfolio Management Analyst I

Analyze portfolio performance and holdings to ensure adherence to strategic objectives. Compile and present data to make investment recommendations, trade securities, and reconcile cash flows. This role requires a Bachelor's degree in Finance or a related field and strong analytical and software skills.

• Analyze portfolio performance and holdings
• Compile and present portfolio data for investment recommendations
• Trade securities to maintain target asset allocations
• Reconcile cash flows and transaction settlement
• Bachelor's degree in Finance or related field
• Understanding of macroeconomics and financial markets