Investment Portfolio Specialist
hace 2 semanas
We are seeking a highly motivated and detail-oriented Investment Analyst to join our team at Lake Street Advisors Group LLC.
Key Responsibilities:
- Assist Investment Advisors in designing personalized asset allocation strategies.
- Review and develop rebalancing and tax loss harvesting recommendations.
- Identify potential fee savings and generate client deliverables.
- Communicate with external clients, internal teams, and third-party affiliates regarding investment-related matters.
- Assist Investment Advisors in answering client questions pertaining to investments.
Requirements:
- Strong analytical, organizational, and time management skills.
- Excellent written and verbal communication skills.
- Minimum 1-2 years' prior experience in investments or financial services.
- Series 65 license is required, with financial support provided by the firm.
About Lake Street Advisors:
Lake Street Advisors has been serving high-net-worth individuals and executives since 2003. We offer a professional, entrepreneurial, and dynamic work environment with competitive salaries and a comprehensive benefit package.
We are an equal opportunity employer and welcome applications from qualified candidates.
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