Investment Analysis
Salary Range will be commensurate with experience:
$105,000 - $130,000 + Incentives and Bonus
Responsibilities:
- Conduct financial analysis and research on investment opportunities
- Analyze financial statements, market trends, and economic data to evaluate potential investments
- Help develop financial models and forecasts to support investment decision-making
- Monitor and evaluate investment performance and make recommendations for portfolio adjustments
- Collaborate with portfolio managers and other investment professionals to develop investment strategies
- Stay informed about industry trends, regulations, and best practices in investment analysis
- Prepare reports and presentations on investment recommendations for internal stakeholders
Requirements:
- Bachelor's degree in finance, accounting, economics, or a related field
- Good analytical skills with the ability to interpret complex financial data
- Proficiency in using financial modeling techniques and tools
- Experience with strategic planning and profit loss analysis
- Strong written and verbal communication skills
- Ability to work independently and collaboratively in a team environment
- Attention to detail and ability to meet deadlines
Series 7 & 63/65 or 66 a plus or the desire to attain within a time frame
Keywords:
Analysis, Planning, Advising, Investment
Job Type: Full-time
Pay: $105,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Commission pay
Work Location: Hybrid remote in New York, NY 10170