Portfolio Implementation Associate
Nashvilleonsitejunior
Posted today · via Workday
About this role
Who You'll Work With: Private Wealth Portfolio Management Group is responsible for implementing investment strategies across our private client portfolios. As our business continues to grow and client needs become increasingly sophisticated, the team plays an important role in ensuring portfolios are implemented accurately and efficiently while incorporating client-specific requirements, including tax considerations and customization. The Portfolio Management Group works closely with Portfolio Managers, Trading, Operations, Sales, and other teams across the organization to translate investment decisions into client portfolios.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: sql, power bi, teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Nashville. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
sqlpower biteams
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