About this role
Sentinel Portfolio Analyst at Sequoia Financial Group. Location: Berwyn, Pennsylvania, United States. Role: supporting advisors, monitoring portfolios, analyzing investments Requirements: Bachelor's degree, 3+ years in wealth or investment management, strong Excel skills, intermediate understanding of public and private markets, effective verbal and written communication. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English