Work with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client's investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments
Portfolio Analyst jobs in Rochester, New York (NY)
Showing jobs 1–3
- Responsible for balancing tie outs from billing and patient accounting systems (eRad, Imagine, 3M, Availity) to Financial Database on a weekly and monthly basis; assist with reconciliation of workflow assignments to ensure no gaps in actionable follow up activities.