Wealth Portfolio Analyst — Client Impact & Growth

A leading wealth management firm in Nashville is seeking a Portfolio Analyst to create accurate client presentations and assist in wealth management services. Ideal candidates will possess a strong interest in investment management and have a degree in Finance, Accounting, or Economics. Responsibilities include supporting investment analysis, maintaining presentation quality, and facilitating trading activities. The firm thrives on a collaborative team dynamic and offers a supportive environment for growth and development. #J-18808-Ljbffr