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Investment Analyst - Wealth Management

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Ascendo Resources

2021-12-03 08:50:48

Job location Fort Lauderdale, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Seeking Investment Analyst for our client.

Responsible for review of portfolio designs and make recommendations in collaboration with Financial Advisors


Responsible for

  • Research and prepare data including performance, attribution and fact sheets.
  • Prepare fund level risk and performance updates.
  • Prepare all necessary documents for Investment and Research committee meetings.
  • Analysis of prospect/client current portfolio


Knowledge / Requirements

  • Bachelor's degree in Finance, Financial Planning, Economics or Accounting required; Master's degree or related professional certification a plus.
  • 2+ years' experience in the Finance industry is preferred.
  • Valid Series 7 and Series 66 licenses.
  • Proficiency with Microsoft Office Suite

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