Investment Portfolio Associate (Maite, Guam)

Maiteonsitejunior

Posted 6 days ago · via Workday

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About this role

Job Description Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Job Description Responsibilities Collects fundamental research on related companies as requested by Financial Advisors.…

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Location fit

This role is based in Maite. We weight your proximity and willingness to relocate.

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