Portfolio Implementation Associate
Nashvilleonsitejunior
Posted 2 days ago · via Workday
About this role
Who You'll Work With: Private Wealth Portfolio Management Group supports the implementation of our private client accounts. The Private Wealth product suite is becoming more complex and we are looking to grow our team to support this. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning. What You'll Do: We are looking for a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN.…
Read the full description on 8244 AB Car Val Investors LP's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Nashville. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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