Ascendo Resources

We are seeking an Investment Analyst for our clients' Asset Management business.. 3+ years experience within Financial Services with knowledge of investment products, financial markets, and industry regulations. 3 + years of experience in investment analysis, portfolio management, or related field.. Must hold Series 65. Ms Office skills, including Word, Excel and PowerPoint, Bloomberg

portfolio analyst

﻿We are seeking an Investment Analyst for our clients' Asset Management business.In this role you will work alongside portfolio managers to analyze third-party models, assist with client proposals, and rebalance portfolios. Your role:<ul><li>Analyzing third-party model portfolios and preparing reports on their strengths and weaknesses.</li><li>Assisting with proposals for clients and preparing </li><li>Analyzing the portfolios of clients to recommend appropriate investment solutions.</li><li>Executing the rebalancing of the portfolios </li><li>Provide support to the sales team.</li><li>Stay up to date with market trends, investment products, and industry regulations.</li><li>Collaborate with the investment team to develop and implement investment strategies </li><li>Maintain client investment profiles and record portfolio reviews </li></ul>Qualifications<ul><li>3+ years experience within Financial Services with knowledge of investment products, financial markets, and industry regulations </li><li>3 + years of experience in investment analysis, portfolio management, or related field.</li><li>Must hold Series 65 </li><li>Bachelor's degree in finance, economics, or related field.</li><li>Strong analytical and problem-solving skills..</li><li>Ability to work independently and as part of a team.</li><li>Strong attention to detail and accuracy.</li><li>Ms Office skills, including Word, Excel and PowerPoint, Bloomberg </li><li>Strong attention to detail and accuracy</li></ul><h3>J-18808-Ljbffr</h3>

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