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Careers at Truxton

Wealth Portfolio Analyst: Client Solutions & Presentations

Careers at Truxton, Nashville, Tennessee, United States, 37247

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A premier wealth management firm in Nashville seeks a Portfolio Analyst to support client communications and wealth management services. The role involves creating client presentations, conducting analyses, and working closely with investment teams. The ideal candidate should have a strong interest in investment management and possess skills in Microsoft Office and various financial tools. This position offers a competitive benefits package, including health insurance and support for continued learning. #J-18808-Ljbffr