Industry: Financial Analyst
Job Number: 111763
Pay Rate: $45,000-$50,000
Family oriented, extremely reputable, investment firm is looking to add a junior analyst to their team with the goal of owning all operational and compliance functions -being that go to person. They have a solid reputation and have been in business for many years.
As an Investment Specialist you would be responsible for ensuring that all internal operational processes are meeting their client objectives.Responsibilities would include:
Willing to obtain Series 65 and 66.
- Research and analysis of funds
- Executing trades within client portfolios
- Creating performance reporting
- Review and analyze compliance procedures, filings and industry practices
- Additional analysis projects as needed
Meet Your Recruiter
Senior Placement Consultant