We are seeking a talented and motivated Investment Portfolio Analyst to join our team. The Investment Portfolio Analyst will play a key role in supporting the management and optimization of investment portfolios. The ideal candidate will possess strong analytical skills, attention to detail, and a passion for financial markets.
Responsibilities:
Qualifications:
About Our Firm
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40 years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.