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Portfolio Analyst: Investment & Client Advisory

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-06
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Jobtailor in Stamford, CT is seeking an investment support professional to provide licensed investment and analytical support to Individual/Trust Account Portfolio Managers.

You will conduct economic, market, industry and risk forecasting, prepare trust portfolio status and performance reports, and participate in client review meetings to present portfolio performance and investment strategies.

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