4 asset allocation analyst jobs at 4 companies in United States
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Portfolio Analyst
Chicago, Illinois, United States
$115k-$195k/yrOnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
4+ YOE4+ years in multi-asset portfolio analysis; strong asset allocation, risk management; Python and SQL proficiency; experience with institutional/HNW portfolios.
StifelNYSE: SF: Global wealth management and investment banking firm.
4+ YOEBachelor's degree, 4+ years financial services experience, FINRA Series 7 & 63 required, proficiency with Microsoft Outlook and Office, experience developing financial plans/asset allocation and portfolio analysis.
Antares Capital: Provides credit and asset management for middle-market businesses.
2+ YOEBachelor's degree and 2+ years in investor relations/operations/finance at an asset manager or direct lending firm; knowledge of alternative investments; strong attention to detail, communication, and Excel skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
CognizantNASDAQ: CTSH: Provides IT consulting and technology services to global enterprises.
Provide end-user hardware/software support, manage asset inventory and allocation, install and troubleshoot OS and applications, and close tickets in ServiceNow.
Windows 11, Chrome OS, ServiceNow, Microsoft Excel