Senior Investment/portfolio Analyst - Locust Valley, Ny

Chartwell Investment Partners

Locust Valley, NY, US
Base: $100,000.00 to $150,000.00; bonus/equity: no...
Portfolio analytics and asset allocation
Investment research and reporting
Financial modeling and forecasting
The role involves analyzing portfolio analytics, asset allocation, and investment holdings to provide recommendations for client portfolios

Job Summary

  • The role involves analyzing portfolio analytics, asset allocation, and investment holdings to provide recommendations for client portfolios.
  • Candidates will prepare industry research, write investment reports, and create financial models to support Financial Advisors.
  • The position offers a competitive base salary range of $100,000.00 to $150,000.00 along with a comprehensive benefits package.

Matching Summary

The role involves analyzing portfolio analytics, asset allocation, and investment holdings to provide recommendations for client portfolios.

Salary

Base: $100,000.00 to $150,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life insurance, retirement savings, paid time off

Skills & Requirements

Must-have

  • Portfolio analytics and asset allocation
  • Investment research and reporting
  • Financial modeling and forecasting
  • Client presentation delivery
  • Fundamental company research

Nice-to-have

  • Proactive initiative in fast-paced environment
  • Strong interpersonal communication skills
  • Ability to manage multiple priorities
  • Collaborative team-oriented mindset

Key Requirements

  • Bachelor's Degree in Finance, Accounting, or Business
  • Minimum 3 years of financial industry experience
  • Series 7 license required
  • SIE exam required unless exempted
  • Series 63, 65, or 66 as required by state
  • CFA certification preferred

Work Rights

Not specified

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