Portfolio Optimization Associate
Greater Denver Area
1 week ago
The Portfolio Optimization Associate is responsible for all front-end preparation of client portfolios. This includes the review of legacy positions and creation of custom buildout strategies to minimize taxes and align each client’s portfolio with their model target. The role will also be responsible for quality control, which includes setting up internal systems to accommodate custom personalizations and ensure each portfolio is properly implemented. Additionally, there is opportunity to participate in numerous operational functions covering many aspects of wealth management for individuals and families.