22 ago - Napoli
Altro
In 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.
medical, dental, and vision benefits
life insurance and disability benefits
retirement savings plan
paid time off including vacation, holidays, sick leave
parental leave
discretionary bonuses or compensation components
Collect fundamental research on related companies as requested by Financial Advisors
Use analytical tools and methodologies to research investments, asset allocation, and portfolio comparisons
Prepare written industry and company-specific reports
Develop financial models for revenue and income forecasts
Support Investment Strategy white papers and advisor-facing materials
Assist in preparing presentations and portfolio/equity analyses for HNW and institutional clients
Participate in client meetings to understand goals and tolerances
Contribute to individualized client investment strategies
Respond to advisor inquiries to resolve issues
Produce customized reports on industry and company dynamics
Create and maintain performance and review reports
Maintain checklists for third‑party and independent manager reviews
Generate periodic investment analyses and peer benchmarks
Interface with staff at all levels to manage portfolios
Complete ad hoc projects and reports as assigned
Bachelor's degree in a related field and 3 years' experience in financial services with emphasis on market research and analysis
Series 7 and/or 63/65/66 as required by state
FINRA certifications (S6, S7, SIE) as applicable
Travel up to 25%
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