About this role
As a Lead Wealth and Investment Research Analyst, you will drive investment strategy and provide critical research and analysis to support Portfolio Managers. You will monitor portfolio performance, analyze market trends, and collaborate on investment decisions for complex equities and individual portfolios. This role involves reporting to leadership, ensuring compliance, and potentially engaging with clients.
What we are looking for 6
- Lead wealth and investment research initiatives
- Conduct financial analysis and reporting
- Monitor portfolio performance and analyze market trends
- Collaborate with portfolio managers on investment decisions
- Prepare investment reports and engage with clients
- Oversee account opening and trust account administration