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Portfolio Analyst (Series 7) — Hands-On Investing & Growth

Job in New York, New York County, New York, 10261, USA
Listing for: Wall Street Alliance Group
Full Time position
Listed on 2026-08-15
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below
Location: New York

Wall Street Alliance Group is a growing wealth management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance evaluation, with a long-term path to Senior Portfolio Manager.

Responsibilities include quarterly rebalancing, trade execution, research, and performance monitoring, working closely with advisors, operations, compliance,

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