Portfolio Optimization Associate
Company: VirtualVocations
Location: Chesapeake
Posted on: March 7, 2025
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Job Description:
A company is looking for a Portfolio Optimization Associate
responsible for employer retirement account management and client
core portfolio preparation.
Key Responsibilities
Develop target allocations for employer retirement accounts to
align with client core portfolio strategies
Rebalance and monitor employer retirement accounts while providing
allocation recommendations
Oversee quality control of new portfolio implementation and support
operational functions for the Trading & Research team
Required Qualifications
6 months to one year of experience in the industry
Bachelor's Degree in Business, Economics, Finance, or equivalent
experience
Knowledge of investment products such as Stocks, Bonds, Mutual
Funds, and ETFs
Proven abilities to maintain policies and procedures for regulatory
requirements
Beginner to Intermediate Microsoft Excel proficiency
Keywords: VirtualVocations, Chesapeake , Portfolio Optimization Associate, Other , Chesapeake, Virginia
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