We are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team.This is a direct-hire opportunity designed for candidates who want to build a career in investment management. · ...

The Portfolio Guideline Monitoring Analyst supports investment teams by ensuring portfolio transactions and holdings comply with client guidelines and regulatory requirements. · The role involves reviewing investment management agreements, · eveluating and coding investment restr ...

+In partnership with the Technology Leadership and associated business partners, work to achieve an optimized mix of project investments. · Owns all aspects of one medium complexity Portfolio. · ...