Portfolio Assistant
Greater Leeds Area, United Kingdom
Heat Recruitment
maintaining lists for portfolio rebalances. • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. • Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent more »
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