Investment Portfolio Associate - Locust Valley, Ny

Chartwell Investment Partners

Locust Valley, New York, USA
Base: $62,353.20-$90,000.00; bonus/equity: annual ...
Portfolio analytics and asset allocation
Financial modeling and research reports
Client portfolio analysis
Under direct supervision, uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted

Job Summary

  • Under direct supervision, uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted.
  • Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
  • This associate will be eligible for an annual discretionary bonus and monthly performance payout.

Matching Summary

Under direct supervision, uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted.

Salary

Base: $62,353.20-$90,000.00; Bonus/Equity: Annual discretionary bonus and monthly performance payout; Benefits: Not specified

Skills & Requirements

Must-have

  • Portfolio analytics and asset allocation
  • Financial modeling and research reports
  • Client portfolio analysis
  • Investment strategy development
  • Performance reporting

Nice-to-have

  • Client relationship management
  • Strategic planning for client retention
  • Professional development and industry currency
  • Collaborative work environment
  • Delivering high level of service

Key Requirements

  • Bachelor's Degree in related field
  • Minimum 2 years experience in financial services
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • Experience in market research and analysis

Work Rights

Not specified

Tailored Resume

Cover Letter