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Investment Portfolio Research Analyst

Job in Carlsbad, San Diego County, California, 92002, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Financial Services
  • Business
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70304 - 90000 USD Yearly USD 70304.00 90000.00 YEAR
Job Description & How to Apply Below

Fwainvest based in Carlsbad, CA, is looking for an Investment Portfolio Associate to assist in analyzing portfolio analytics and asset allocation for client portfolios. The role requires a Bachelor’s degree in Business Administration or Finance and at least 3 years of experience in the financial services industry.

You will work closely with Financial Advisors, prepare research reports, and assist in developing financial models. This position offers a salary range of $70,304 to $90,000, along with a comprehensive benefits package.

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