Portfolio Analyst Specialist - Town of Florida - beBeeInvestmentResearch

    beBeeInvestmentResearch
    beBeeInvestmentResearch Town of Florida

    4 days ago

    Job title: Investment Research Consultant

    Description

    Job Summary


    We are seeking a highly motivated and detail-oriented professional to join our team as an Investment Research Consultant. In this role, you will play a critical part in analyzing portfolio analytics, asset allocation, and investment holdings for client portfolios.



    Job Description


    • Use analytical tools, software, and methodologies to research investment products and asset allocation for portfolios.
    • Educate financial advisors on portfolio management best practices using proprietary technology available to support their practice.
    • Support senior leaders in business development efforts by providing market insights and product knowledge.
    • Maintain up-to-date knowledge of the securities industry operations, including advanced principles of banking, finance, and security regulations.



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