Portfolio Optimization Associate

A company is looking for a Portfolio Optimization Associate responsible for employer retirement account management and client core portfolio preparation. Key Responsibilities Develop target allocations for employer retirement accounts to align with client core portfolio strategies Rebalance and monitor employer retirement accounts while providing allocation recommendations Oversee quality control of new portfolio implementation and support operational functions for the Trading & Research team Required Qualifications 6 months to one year of experience in the industry Bachelor's Degree in Business, Economics, Finance, or equivalent experience Knowledge of investment products such as Stocks, Bonds, Mutual Funds, and ETFs Proven abilities to maintain policies and procedures for regulatory requirements Beginner to Intermediate Microsoft Excel proficiency

Feb 25, 2025 - 16:34

A company is looking for a Portfolio Optimization Associate responsible for employer retirement account management and client core portfolio preparation. Key Responsibilities Develop target allocations for employer retirement accounts to align with client core portfolio strategies Rebalance and monitor employer retirement accounts while providing allocation recommendations Oversee quality control of new portfolio implementation and support operational functions for the Trading & Research team Required Qualifications 6 months to one year of experience in the industry Bachelor's Degree in Business, Economics, Finance, or equivalent experience Knowledge of investment products such as Stocks, Bonds, Mutual Funds, and ETFs Proven abilities to maintain policies and procedures for regulatory requirements Beginner to Intermediate Microsoft Excel proficiency