Portfolio Analyst

Stifel7 months ago
Baltimore, MD, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Job description

What You'll Be Doing The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and

Required Skills

Analytical Skills
Communication Skills
Operational Support
Client Service
Portfolio Management
Attention to Detail
Administrative Management
Financial Analysis