Portfolio Implementation Analyst
True North Advisors
True North Advisors in Dallas, TX seeks a Portfolio Analyst to support portfolio construction, optimization, and client-focused implementation across multiple accounts and custodians. You will analyze holdings, monitor risk and tax considerations, and coordinate with advisors to execute strategies. The role requires strong Excel skills, attention to detail, and familiarity with portfolio management tools. Bachelor’s degree and 0–5+ years’ experience preferred; telecommuting options available. #J-18808-Ljbffr True North Advisors
Vacancy posted 1 day ago
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