Investment Analyst - Houston

Only for registered members Houston, United States

1 month ago

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Job summary

We believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.


Responsibilities

  • Provide investment data for supporting new business acquisition as well as maintenance of existing groups on the open architecture fund platform.
  • Reviewing investment menu information and assisting in the fund selection and fund mapping process.

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