Investment Associate Senior Analyst - Los Angeles

Publix Serving (Civica)

Los Angeles, California, United States
Base: $103,680.00 - $155,520.00; bonus/equity: not...
Investment analysis skills
Client relationship management
Market trend analysis
The Investment Associate provides investment advice to Ultra High Net Worth clients. The role involves analyzing economic trends and advising on portfolio impacts. Citi offers competitive benefits including medical coverage and paid time off

Job Summary

  • The Investment Associate provides investment advice to Ultra High Net Worth clients. The role involves analyzing economic trends and advising on portfolio impacts. Citi offers competitive benefits including medical coverage and paid time off.

Matching Summary

The Investment Associate provides investment advice to Ultra High Net Worth clients. The role involves analyzing economic trends and advising on portfolio impacts. Citi offers competitive benefits including medical coverage and paid time off.

Salary

Base: $103,680.00 - $155,520.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Investment analysis skills
  • Client relationship management
  • Market trend analysis

Nice-to-have

  • Strong communication skills
  • Leadership and coaching abilities
  • Self-motivated and independent

Key Requirements

  • 5-8 years of experience
  • Bachelor's degree in finance
  • Securities Industry Exam (SIE) prerequisite

Work Rights

Not specified

Tailored Resume

Cover Letter