Senior Investment Portfolio Control Consultant

What you’d do

Works with advisors daily on investment risk data, strategy and benchmark reviews, and identifying risk in client accounts. Trains advisors on analytic tools and risk controls, and produces risk reports for senior management. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 4+ years of investment portfolio control experience
• 4+ years of investment acumen and investment risk experience
• FINRA Series 7 and Series 66 registration (or equivalents)