Investment Portfolio Associate- Locust Valley, NY

Assist Financial Advisors with portfolio analytics, asset allocation, and investment holdings. Prepare research reports, financial models, and client presentations. This role requires market research and analysis experience within the financial services industry.

• Analyze portfolio analytics, asset allocation, and investment holdings
• Prepare industry and company research reports
• Create and maintain financial models
• Assist with client presentations and portfolio analyses
• Respond to inquiries from Financial Advisors
• Conduct market research and analysis