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Financial Analyst Portfolio Manager Financial Consultant

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Annapolis, Anne Arundel County, Maryland, 21403, USA
Listing for: NFP Corp
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio Manager, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Maryland seeks a Portfolio Analyst to analyze client portfolios, provide asset allocation recommendations, and support Relationship Managers. This role requires attention to detail and the ability to communicate with clients effectively. Candidates should have experience with investment vehicles and be proficient in several software tools for analyzing portfolios. The firm promotes a collaborative environment and is focused on optimizing client outcomes.
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