Description We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributin…
Completá tu perfil y te avisamos cuando se publiquen concursos y oportunidades laborales en las cuales puedas aplicar o se ajusten a ti.
Para que te mantengamos informado de empleos como este — Senior Specialist, IWM Portfolio Analyst
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