University Graduate – Portfolio Specialist 100% (f/m/d)
Core
Support portfolio advisory quality and recurring revenues for Advice Premium clients through asset allocation inputs and position reviews.
Role type
Graduate Portfolio Specialist
Builds
Scalable portfolio analysis processes and standardized advisory experiences for clients
Domain
Wealth Management / Asset Allocation
Required skills
Asset allocation analysis, portfolio risk identification, database management, presentation creation, research tracking
Preferred skills
Initial practical experience in Asset Class/Product or Portfolio Management
Technologies
None stated
Responsibilities
Review and rebalance Advice Premium client portfolios, Develop scalable processes to analyze client portfolios, Maintain database of Buy/Sell recommendations, Generate presentation materials for Relationship Managers
Seniority
Graduate, entry-level IC
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