Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity, and tax considerations.
Ideal candidates will have extensive experience in financial services, advanced skills in Excel and relevant licenses. This position offers significant growth potential in a collaborative environment.
#J-18808-LjbffrSenior Portfolio Analyst: Scale Investment Ops & Strategy in dallas at Unknown Company
This position is listed as full time and onsite.