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Wealth Portfolio Analyst
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-29
Listing for:
Citizens
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Citizens is seeking an Investment Support Analyst I to assist Wealth Advisors in constructing and maintaining client investment portfolios. This role involves collaborating with the Investment Strategy team to drive client success through optimal portfolio construction.
The ideal candidate should have a strong interest in markets and portfolio construction best practices. Responsibilities include case planning and portfolio maintenance, working closely with Investment Product Specialists to enhance efficiency.
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