Investment Analyst I

As an Investment Analyst, you will partner with Investment Managers to deliver exceptional investment management services to high-net-worth clients. You will conduct in-depth portfolio analysis, develop tailored investment strategies, and actively participate in client presentations and daily trading activities. This role offers a unique opportunity to contribute to new business development and manage significant client relationships.

• Assist Investment Managers in acquiring new clients through portfolio analysis and presentation preparation
• Propose, construct, and monitor client-specific investment strategies
• Manage daily trading activities for discretionary and non-discretionary portfolios
• Monitor client portfolios against investment policy statements and identify variances
• Prepare investment reviews and collaborate with clients on achieving their financial goals
• Bachelor's degree in Business or related field, Series 65 licenses required