Associate Portfolio Specialist
Confirmed live in the last 24 hours
Yodlee

501-1,000 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
Data & Analytics
Fintech

Company Stage

N/A

Total Funding

$742M

Founded

1999

Headquarters

Redwood City, California

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

-19%

2 year growth

-43%
Locations
Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Word/Pages/Docs
PowerPoint/Keynote/Slides
CategoriesNew
Asset Management
Investment Banking
Sales & Trading
Finance & Banking
Requirements
  • Working knowledge of financial markets
  • Strong attention to detail
  • Proficient with Microsoft Word, Excel, and PowerPoint
Responsibilities
  • Day-to-day monitoring and administration of accounts
  • Identifying client accounts for potential trading
  • Reviewing and processing trade instructions
  • Participating in root cause analyses
  • Assisting associate staff members with process methods
  • Participating in special projects
  • Understanding and supporting corporate business practices and policies