Financial Portfolio Strategist
hace 2 semanas
Career Opportunities
A self-motivated problem solver of high integrity is sought to join our growing firm as an Investment Analyst. This role reports to the Chief Investment Officer and works closely with Investment Advisors on client teams.
Responsibilities:
- Assist Investment Advisor in designing a personalized asset allocation strategy
- Review and develop rebalancing and tax loss harvesting recommendations with the Investment Advisor
- Identify potential fee savings
- Generate client deliverables, such as ad hoc investment exhibits
- Communicate with external clients, internal client teams, and third-party affiliates regarding investment-related matters
- Assist Investment Advisor in answering client questions pertaining to investments
- Ad hoc projects as assigned
Desired Skills and Experience:
- Strong analytical, organizational, and time management skills
- Excellent written and verbal communication skills
- Detail-oriented, with a focus on delivering top-notch client service
- Intellectual curiosity and the drive to find the answer
- Minimum 1-2 years' prior experience in investments or financial services
- Series 65 is a requirement of the job
- Proficiency in MS Office
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