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Financial Analyst

Milwaukee, WI 53226

Posted: 06/29/2022 Employment Type: Permanent Industry: Financial Analyst Job Number: 111763 Pay Rate: $45,000-$50,000

Job Description

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:
  • 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  
   Willing to obtain Series 65 and 66. 

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RyAnn Vassallo
Senior Placement Consultant

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