ppIn this role you support Financial Advisors by conducting portfolio and market research, building financial models, and preparing investment analyses for high-net-worth and institutional clients. You will produce industry and company research, develop forecasts, and assist with client-facing presentations and proposals. You work closely with cross-functional teams to clarify information and help shape investment strategies. This is a hands‑on role in a client‑first, data‑driven environment that emphasizes rigorous analysis and actionable insights. /pullimedical, dental, and vision benefits /lililife insurance and disability benefits /liliretirement savings plan /lilipaid time off including vacation, holidays, sick leave /liliparental leave /lilidiscretionary bonuses or compensation components /liliCollect fundamental research on related companies as requested by Financial Advisors /liliUse analytical tools and methodologies to research investments, asset allocation,

and portfolio comparisons /liliPrepare written industry and company-specific reports /liliDevelop financial models for revenue and income forecasts /liliSupport Investment Strategy white papers and advisor-facing materials /liliAssist in preparing presentations and portfolio/equity analyses for HNW and institutional clients /liliParticipate in client meetings to understand goals and tolerances /liliContribute to individualized client investment strategies /liliRespond to advisor inquiries to resolve issues /liliProduce customized reports on industry and company dynamics /liliCreate and maintain performance and review reports /liliMaintain checklists for third‑party and independent manager reviews /liliGenerate periodic investment analyses and peer benchmarks /liliInterface with staff at all levels to manage portfolios /liliComplete ad hoc projects and reports as assigned /liliBachelor's degree in a related field and 3 years' experience in financial services with emphasis on market research and analysis /liliSeries 7 and/or 63/65/66 as required by state /liliFINRA certifications (S6, S7, SIE) as applicable /liliTravel up to 25% /liliExperience in financial modeling and research reporting /liliProven ability to collaborate with advisors and teams /li /ul /p #J-18808-Ljbffr

Investment Portfolio Associate (Naples, FL)

Pizzaiolo

ADDETTO/A ALLA CERNITA Cod. 4

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