Senior Investment Analyst: Portfolio Strategy & Research
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-08-30
Listing for:
Matthias Private Wealth
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Matthias Private Wealth, LLC in Winter Park, FL, is seeking an Investment Analyst or Senior Analyst to support portfolio management across asset classes. You will perform security and manager research, build financial models, monitor portfolios, and prepare investment reports for the investment committee.
This on-site role collaborates with advisors and client service teams to address client investment needs, respond to ad hoc requests, and contribute to our holistic family office approach for
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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