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Wealth Portfolio Analyst — Client Impact
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-01-04
Listing for:
Truxton
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A leading wealth management firm in Nashville is seeking a Portfolio Analyst to create accurate client presentations and assist in wealth management services. Ideal candidates will possess a strong interest in investment management and have a degree in Finance, Accounting, or Economics. Responsibilities include supporting investment analysis, maintaining presentation quality, and facilitating trading activities. The firm thrives on a collaborative team dynamic and offers a supportive environment for growth and development.
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