Portfolio Analyst

Leah Yosef International

US$143,284 - $143,284 est.Full-timePosted 3 days ago
Portfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CIO and advisory team, responsible for the execution, rebalancing, and daily maintenance of the firm’s discretionary models. Highlights Serve as a core member of the investment team executing firm-wide model changes, tactical shifts, and security swaps using automated rebalancing and trading platforms…

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