Investment Associate - Portfolio Trading & Research
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Greenspring Advisors is seeking an Investment Associate to work with Advisors and Associates to manage client portfolios, support performance reporting, and conduct research for the Investment Committee. The role spans multiple sites and emphasizes accuracy, client service, and timely trading.
Responsibilities include assigning model portfolios, executing trades, rebalance, generating client portal reports, and ensuring compliance with firm policies.
Step into the Investment Associate
- Portfolio Trading & Research role at Greenspring Advisors in Towson, MD, United States and grow with us.
The following role is for a Investment Associate
- Portfolio Trading & Research with Greenspring Advisors.
Our organisation is growing, and we are hiring a Investment Associate
- Portfolio Trading & Research in Towson, MD, United States.
This role is for the Investment Associate
- Portfolio Trading & Research role at Greenspring Advisors.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).