Confidential
Irvine, CA
FINANCE Wealth Management Analyst (Irvine, CA) Perform fin'l analysis to help clients build wealth. Master's deg in Applied Economics, Math, Finance, Bus Admin, or rltd. Strong ability to analyze mkt data & portfolio performance. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regs & firm policies. Proficiency in comp skills, incl Microsoft office. recblid c3vc1lhztrlfne5410y4itxf9y7tf6