Investment Analyst

New York, NY /

Finance /

Full-time /

In depth research and portfolio analytics
Attend and interface for due diligence for investment opportunities- track investments and performance results- report to Partner and advisor team
Create client-ready, portfolio analysts' reports with relevant insights:
Provide commentary on asset allocation frameworks (e.g., Efficient Frontier analysis)
Critique manager selection and portfolio construction processes
Synthesize pertinent findings and research to arrive at portfolio recommendations
Create effective feedback loop to ensure proper client follow up and execution
Create frameworks for analyzing alternative investment and risk scenarios
Prior experience in client facing roles preferred
Deliver and effectively articulate analysis to key team members- client ready reports
Communicate clearly written reports and in person to interface in client meetings
Help to develop and market investment portfolios and solutions to the end client
Help run current portfolio models
Paraplanner
Service current clients

2-4 years’ relevant experience in security analysis, investment management, accounting or financial advisor
BA/BS financial degree in finance or related fields preferred
Series 7, 63
Technical understanding of portfolio construction, asset allocation, and risk management
Ability to synthesize and communicate complex quantitative and investment concepts and ideas to investors
Interest in Wealth management for HNW clients, Non-Profits and Endowments and Business Owners

Excellent verbal and written communication skills
Strong organizational skills and detail orientation
Open minded, flexible, and willing to listen for other people's opinions
Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required
Detailed-oriented with ability to prioritize and organize work flow
Ability to work in a fast paced, high intensity work environment
Self-starter and able to work independently
Superior interpersonal, organizational and client service skills
Ability to work effectively in a team environment
Flexible and willing to work other tasks as assigned

Licenses & Certifications

Preferred

Series 7