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Portfolio Analyst: Strategic Investment Reviews
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-06-18
Listing for:
Blue Trust
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
Blue Trust in Alpharetta, Georgia is seeking a Portfolio Analyst to ensure investments align with client goals and conduct annual reviews. The role involves collaborating with financial advisors and reviewing account diversity while maintaining compliance.
The ideal candidate will possess a Bachelor's degree, strong organizational skills, and proficiency in Microsoft Office tools, particularly Excel. A CFA designation is preferred. This position offers a full-time opportunity to actively participate in client financial success.
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