Location: Mountain View, CA
Job Summary:
Job Duties:
- Aggregate portfolio, market, and client data
- Provide informed and precise guidance for investment professionals
- Support user decision-making for smarter investments
Required Skills (Keywords):
- Data analysis
- Technology proficiency
- Client relationship management
- Investment strategy knowledge
- Communication skills
Required Experiences (Topics):
- Experience in financial services
- Background in technology or data analytics
- Familiarity with investment platforms
- Experience in client-facing roles
- Understanding of portfolio management
Job URLs: