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Hartman Executive Advisors is seeking a Portfolio Management Analyst to support the CIO across multiple client accounts. The role focuses on governance, reporting, and coordinating meetings, ensuring timely delivery and adherence to templates and standards.
You will manage schedules, participate in executive-level meetings, and develop materials such as Investment Committee presentations while tracking KPIs and resource utilization.
Hartman Executive Advisors is seeking a Portfolio Management Analyst to support the CIO across multiple client accounts. The role focuses on governance, reporting, and coordinating meetings, ensuring timely delivery and adherence to templates and standards.
You will manage schedules, participate in executive-level meetings, and develop materials such as Investment Committee presentations while tracking KPIs and resource utilization.