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Financial Analyst Portfolio Manager

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Pleasant Hill, Contra Costa County, California, 94523, USA
Listing for: NFP Corp
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading asset management firm in California seeks a Portfolio Analyst to collaborate with Asset Managers in analyzing client portfolios. Responsibilities include providing insights for asset allocation, maintaining software tools, and executing trades. Candidates should possess strong analytical, organizational, and communication skills, along with a curiosity about capital markets. The role involves participating in investment committees and supporting investment solutions, emphasizing operational excellence and collaboration.
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