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Portfolio Analyst

Milwaukee, (none selected)

Posted: 03/02/2024 Industry: Financial Analyst Pay Rate: $60-$70,000

Job Description

Do you have a passion for the financial investment industry and enjoy working with financial data!  Our client is a strong reputation in the investment industry and offer a stellar benefit package, opportunity for growth, paid lunch and parking, flexible hybrid schedule and opportunity to learn the investments.  

You will be responsible for updating monthly and quarterly client portfolio information and responding to client RFP requests. You will also assist with quarterly reports and proposals updating client data. You need to have strong attention to detail. 

You will also assist with updating client marketing materials as it relates to investment portfolio details, graphs, and tables.  Updating and creating materials needed.  You will also assist with trade, operations, and special projects.  


Strong knowledge of Microsoft Excel and Bachelor's degree in Finance or Marketing required.  

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