Portfolio Analytics & Asset Management Analyst

Lenox Advisors, Inc.
Chicago, US
On-site

Job Description

A financial advisory firm in Chicago is seeking a Portfolio Analyst to collaborate closely with Asset Managers and the SVP of Asset Management. The role involves analyzing client portfolios, preparing asset allocation recommendations, and performing due diligence on specific investments. Ideal candidates will have strong communication skills, an understanding of regulatory standards, and a keen interest in capital markets. This position requires detailed attention and direct contact with clients, contributing to the firm's operational efficiency and client satisfaction.

#J-18808-Ljbffr Lenox Advisors

Skills & Requirements

Technical Skills

Asset allocation recommendationsDue diligence on specific investmentsCommunicationRegulatory standardsFinance

Soft Skills

CommunicationClient interaction

Domain Knowledge

FinanceInvestment management

Employment Type

FULL TIME

Level

junior

Posted

3/26/2026

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