Wealth Client Investment Analytics Specialist
140458-CA-CRG San Francisco CA (555), United States
USD 94K Mid-level Full Time
Tasks
- Analyze portfolio allocation adjustments
- Assess portfolio risk
- Conduct performance attribution
- Deliver investment analysis
- Ensure policy alignment
- Evaluate product and manager options
- Evaluate sequencing plans
- Maintain documentation for compliance and audit
- Perform tax aware execution and rebalancing
- Prepare allocation change materials
- Present research and scenario modeling findings
- Provide judgment based investment recommendations
Perks/Benefits
Skills/Tech-stack
Analytics tools | Excel | Investment Analytics Tools | Investment analytics | Performance attribution | Portfolio Analysis | Portfolio Risk | Portfolio risk assessment | Risk Assessment | Scenario Modeling | Tax Aware Rebalancing
Education
N/A
Regions
Countries
States
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