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Strategic Trust Portfolio Manager Analyst

Mountdora

Mount Dora is seeking a Trust Investment Portfolio Manager Analyst in Town of Florida, NY. This Full-Time role involves preparing presentations for clients, assisting with trades, and maintaining compliance with investment policies. Candidates must hold a BA/BS degree and show willingness for further credentialing, alongside at least one year in a client-facing role. Strong quantitative skills and organizational capabilities are essential for success. #J-18808-Ljbffr Mountdora

Vacancy posted 2 days ago
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