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Wealth Portfolio Analyst – Strategy, Rebalancing & Insights
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-18
Listing for:
OakworthTalent
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Job Description & How to Apply Below
Oakworth Talent is seeking an Investment Analyst to assist the Wealth team with various projects and analyses, coordinating strategies with leadership, portfolio managers, and client advisors. This role includes oversight on trades and portfolio rebalancing.
The ideal candidate will hold a Bachelor’s degree in economics, finance, or a related field, possess strong analytical skills, and demonstrate professionalism while managing confidential information. The position offers an opportunity to grow within a collaborative team environment.
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