Senior Portfolio Analyst - Sioux Falls, SD

Only for registered members Sioux Falls, SD, United States

1 month ago

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Job summary

This role is responsible for supporting investment management in the Wealth Management department.
Follows fiduciary and prudent investor guidelines to assist in creating, monitoring and maintaining the Wealth Management guidelines.
Demonstrates and implements our investment strategy to all internal and external customers.

Skills

  • Strong analytical skills are crucial for evaluating financial data, developing strategies, and making informed investment decisions.
  • Excellent communication and interpersonal skills are needed to build trust with clients, explain complex concepts, and maintain strong client relationships.

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