Senior Specialist, IWM Portfolio Analyst
BNY · Highland Park, TX
$114k/yr (est.)Posted 5h agoAccounting & Finance
Position summary
We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exce…
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