The Investment Portfolio & Planning Specialist position is a fast-paced, directly engaged career growth position. As an all-encompassing role, the ideal candidate will work towards the ability to conduct and monitor investment portfolio research and analysis, including work on outside SMA Managers and private investments. You will be involved in monitoring and building portfolios and investment plans. You will participate in the execution of the investment and planning decisions. You will work towards the ability to conduct client-facing investment portfolio, planning, and performance reviews.
Feb 28, 2025