Portfolio and Wealth Advisory Analyst

Job Summary

  • Salary:

    $75,000 - $85,000 USD Annually

  • Benefits:

    Unlimited or Flexible PTO, Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Parental Leave, Gym / Health Stipend, Retirement Savings, Mental Health Support, Disability, Career Development, Lunch Provided, Complimentary Parking, Snacks Provided

  • Location:

    New York, NY

  • Type:

    Full-time

  • Categories:

    Editing, Hospitality, Data Analyst, Analyst

  • Company:

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  • Summary:

    Support team by analyzing client portfolio projects, generating client presentations, preparing internal meeting reports, and managing client data. Collaborate with senior team members to resolve complex client requests.

  • Job Description

    Uncover the Best Remote Opportunities

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