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 be instrumental in acquiring new clients through detailed portfolio analysis and in developing and monitoring tailored investment strategies. This role offers a dynamic opportunity to influence client outcomes and contribute to a leading wealth management team.

• Analyze complex outside portfolios for new business development
• Propose, construct, and monitor client-specific investment strategies
• Manage daily trading activities in discretionary and non-discretionary portfolios
• Monitor client portfolios against investment policy statements
• Assist in client onboarding and develop Investment Policy Statements
• Prepare investment reviews and present recommendations to clients