We’re hiring our first-ever. Portfolio Analyst. —a unique opportunity to define and build this role from the ground up. This position blends investment research, portfolio monitoring, client presentation preparation, and operational support for insurance and annuity workflows. We’re looking for a. proactive, independent problem-solver. who thrives in a hands-on environment and is excited to create processes, improve workflows, and influence how t...
Portfolio Strategist – Wealth ManagementLocation: [Richmond, VA]Employment Type: Full-TimeAbout the RoleWe are seeking a motivated and detail-oriented Portfolio Strategist to join our client's wealth management team. In this role, you will work closely with the Director of Portfolio Management and the Investment Committee to support the development, analysis, and implementation of investment strategies across client portfolios. This is an excelle...
Portfolio Strategist – Wealth ManagementLocation: [Richmond, VA]Employment Type: Full-TimeAbout the RoleWe are seeking a motivated and detail-oriented Portfolio Strategist to join our client's wealth management team. In this role, you will work closely with the Director of Portfolio Management and the Investment Committee to support the development, analysis, and implementation of investment strategies across client portfolios. This is an excelle...
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of you...
Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contrib...
DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opport...
