Performance Analysis Private Wealth Management Firm Passed CFA Level I jobs in Bachelors
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Responsible for trading on multiple platforms and custodians and conducting all investment research to support the portfolio models.
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.