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Portfolio Strategy & Public Markets Analyst
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-06-27
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
CFA Institute in Winter Park, Florida, seeks an experienced investment management professional to assist in managing client portfolios. The role involves monitoring public market managers, conducting due diligence, and preparing reports for client interactions.
Ideal candidates will have 4 to 7 years of relevant experience, preferably hold CFA or CAIA designations, and exhibit proficiency in key investment management software. Strong communication and organizational skills are essential.
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