Investment Portfolio Designer & Trader

A financial advisory firm in Waukesha, WI is seeking an Investment Team Associate to manage client portfolios, prepare review materials, and execute trades. The ideal candidate will have strong Microsoft Excel skills and the ability to manage detailed tasks accurately under time constraints. A Bachelor's degree and experience in the investment industry are preferred. This dynamic role offers varied responsibilities in a fast-paced environment, ensuring compliance with regulatory standards. #J-18808-Ljbffr