Description
We are hiring! We are a Wealth Management/CPA Firm in Central NJ looking to hire a Portfolio and Investment Analyst. This position is ideal for someone with relevant experience looking for a path to Portfolio Manager. This is a position with potential for growth within the organization.
Responsibilities/Job Duties:
- Developing investment models and documenting rationale
- Investment analysis of stocks/bond/funds/ETFS/alternative investments/etc.
- Placing Trades
- Developing an understanding of the firm's client base / investing philosophies
- Building relationships with our client base
- Periodic market updates to clients
- Developing internal memos to our different teams to keep them informed of developments on the investment side of our business
- Train and work wealth management team on various portfolio/investment topics
- Report to Lead Wealth Advisors
- Conduct meetings with clients/teams
- There is significant client contact with this role so effective communication skills are required
Qualifications:
- 2+ years portfolio/investment analysis experience preferred
- Bachelor Degree required with a focus in Finance or Economics
- Series 7 licensed
- CFA candidate or parts passed
- Proficient with Microsoft Office programs
- Must be able to work in a team setting
- Must have excellent interpersonal and communication skills
- Must have excellent organizational and time management skills as this position has a high amount of responsibilities
Job Type: Full-time
Salary: $75,000-$90,000 per year depending on qualifications
Benefits:
401(k)
401(k) matching
Bonus Opportunities
Health insurance
Life insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
In Office/Hybrid
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Education:
Bachelor's (Required)
Experience:
Portfolio management: 2 years (Preferred)
License/Certification:
Chartered Financial Analyst (Preferred)
Ability to Commute:
Belmar, NJ 07719 (Required)
Work Location: In person
Requirements
Responsibilities/Job Duties:
- Developing investment models and documenting rationale
- Investment analysis of stocks/bond/funds/ETFS/alternative investments/etc.
- Placing Trades
- Developing an understanding of the firm's client base / investing philosophies
- Building relationships with our client base
- Periodic market updates to clients
- Developing internal memos to our different teams to keep them informed of developments on the investment side of our business
- Train and work wealth management team on various portfolio/investment topics
- Report to Lead Wealth Advisors
- Conduct meetings with clients/teams
- There is significant client contact with this role so effective communication skills are required
Qualifications:
- 2+ years portfolio/investment analysis experience preferred
- Bachelor Degree required with a focus in Finance or Economics
- Series 7 licensed
- CFA candidate or parts passed
- Proficient with Microsoft Office programs
- Must be able to work in a team setting
- Must have excellent interpersonal and communication skills
- Must have excellent organizational and time management skills as this position has a high amount of responsibilities
