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Role : Business Analyst, Portfolio Construction & Tax-Efficient Investing
Location : Anywhere in USA
Duration : 6-Month Contract
The role
Business Analyst embedded on an Agile team supporting client's portfolio management technology group. Writes detailed user stories and acceptance criteria for portfolio construction, optimization, and tax-efficient investing capabilities, working directly with Portfolio Managers.
Must-haves (all three)
Plus: hands-on SQL or Python used in analysis. OCIO or discretionary investment management experience is a strong plus, not required.
👾 Reticulating splines...
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