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Strategic Portfolio Advisory Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-11
Listing for:
TEEMA Solutions Group
Full Time
position Listed on 2026-02-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in Finance, have strong analytical skills, and are proficient in Excel, with familiarity in tools like Bloomberg preferred. This is a full-time role within a dynamic and client-focused environment.
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