Investment Analyst

Focus Financial Partners

Chapel Hill, NC, United States
Base: $70,000-$80,000; bonus: annual cash bonus av...
On-site
Bachelor's degree in finance or related field
2+ years of industry experience
High proficiency with microsoft excel
Eton Advisors is a Multi-Family Office dedicated to providing sophisticated wealth management services to ultra-high net-worth clients

Job Summary

  • Eton Advisors is a Multi-Family Office dedicated to providing sophisticated wealth management services to ultra-high net-worth clients.
  • The Investment Analyst will support the team by researching investments, preparing client materials, and managing quarterly reporting deliverables.
  • Candidates are expected to pass the Series 65 exam within twelve months and pursue a CFA designation within three years.

Matching Summary

Eton Advisors is a Multi-Family Office dedicated to providing sophisticated wealth management services to ultra-high net-worth clients.

Salary

Base: $70,000-$80,000; Bonus: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Bachelor's degree in finance or related field
  • 2+ years of industry experience
  • High proficiency with Microsoft Excel
  • Strong analytical and problem-solving skills
  • Ability to manage multiple priorities

Nice-to-have

  • Commitment to service excellence
  • Experience in confidential environments
  • Understanding of accounting processes
  • Strong attention to detail
  • Professional business ethics

Key Requirements

  • Series 65 exam within 12 months
  • CFA designation pursuit within 3 years
  • Bachelor's degree required
  • 2+ years financial industry experience

Work Rights

Not specified

Tailored Resume

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