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Financial Analyst Financial Consultant Portfolio Manager Banking & Finance

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Pleasant Hill, Contra Costa County, California, 94523, USA
Listing for: Work180
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Portfolio Manager, Banking & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Pleasant Hill, CA, is hiring a Portfolio Analyst to support asset management by analyzing clients' portfolios and making asset allocation recommendations. The role involves maintaining relationships with clients and providing insights into investment strategies using various analytical tools. The ideal candidate has strong communication skills, experience in portfolio analysis, and an understanding of regulatory requirements.

This is a critical position aimed at enhancing client satisfaction and investment outcomes.
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