Investment Portfolio Specialist

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo
Investment Analyst Job Opportunity

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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