Investment Portfolio Associate

Chartwell Investment Partners

Develop quantitative models for market forecasting
Conduct fundamental research on companies
Prepare industry and company specific reports
The role involves developing investment recommendations by creating and amending quantitative models to analyze market developments

Job Summary

  • The role involves developing investment recommendations by creating and amending quantitative models to analyze market developments.
  • Candidates will assist Financial Advisors by preparing industry research, writing investment reports, and maintaining financial models.
  • The position requires regular contact with internal and external customers to clarify facts and provide professional support.

Matching Summary

The role involves developing investment recommendations by creating and amending quantitative models to analyze market developments.

Skills & Requirements

Must-have

  • Develop quantitative models for market forecasting
  • Conduct fundamental research on companies
  • Prepare industry and company specific reports
  • Assist in asset allocation and investment holdings analysis
  • Create financial models for revenue forecasts

Nice-to-have

  • Participate in client meetings to identify goals
  • Maintain currency in industry services and products
  • Manage multiple tasks with changing priorities
  • Partner with other functional areas effectively

Key Requirements

  • Bachelor's Degree in Finance, Business, or Accounting
  • Minimum 2 years of experience in financial services
  • Series 7 license required
  • SIE license required unless exempt
  • Series 63, 65, or 66 as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter