Portfolio Design & Trading Associate

A financial services organization is looking for an Investment Team Associate based in Pewaukee, WI. The role includes preparing client review materials, designing investment portfolios, analyzing data, and trading investments. Candidates should have proficiency in Microsoft Excel and strong time management skills, with a preference for those holding a bachelor's degree and having experience in the investment industry. This position provides an opportunity to grow and adapt in a dynamic field. #J-18808-Ljbffr