Direct Indexing Investment Analyst, Specialist


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locations

JIS - Oakland






time type

Full time





posted on

Posted 5 Days Ago





job requisition id

178896




Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards.


Responsibilities:
+ Prepares portfolio construction proposals reflecting an understanding of the client’s investment objectives and constraints
+ Collaborates closely with internal client groups and portfolio managers to provide ...