- Raymond James Financial, Inc. (Birmingham, MI)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in… more
- Friedman Management Company (Farmington Hills, MI)
- …supporting the placement and tracking of insurance coverage across a diverse portfolio of real estate assets, and maintaining accurate documentation for both ... terminology, policy documents, and real estate contract language + Associate 's degree or relevant certification (eg, paralegal, insurance administration) is… more