Hybrid Financial Analyst: Portfolio & Advisory

A financial services firm in San Francisco is seeking a Financial Analyst/Advisory to prepare client balance sheets and monitor investment performance. The role requires a passion for investment management, superior analytical skills, and excellent communication abilities. Responsibilities include developing asset allocation analyses, managing portfolio reports, and participating in trading activities. This full-time position offers a hybrid work schedule with a strong focus on client service. #J-18808-Ljbffr