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Wealth Portfolio Strategist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-13
Listing for:
Lenox Advisors Inc.
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
Lenox Advisors Inc. in Chicago is seeking a Portfolio Analyst to support Asset Managers and oversee client portfolio analyses. The ideal candidate will have a strong background in financial services, particularly with asset allocations and client communication.
This role includes comprehensive responsibilities such as due diligence on investment choices and the creation of portfolio observations to improve client outcomes. Candidates should have at least 5 years of related experience, a 4-year degree, and relevant certifications.
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