![How to Use GA4 to Track Social Media Traffic: 6 Questions, Answers and Insights [VIDEO]](https://www.orbitmedia.com/wp-content/uploads/2023/06/ab-testing.png)
![How Human Behavior Impacts Your Marketing Strategy [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/human-behavior-impacts-marketing-strategy-cover-600x330.png?#)
![How to Make a Content Calendar You’ll Actually Use [Templates Included]](https://marketinginsidergroup.com/wp-content/uploads/2022/06/content-calendar-templates-2025-300x169.jpg?#)
![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
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
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