Investment Portfolio Associate- Locust Valley, NY

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
• Aids in preparation of written industry and company specific reports.
• Aids in development of financial models for revenue and income forecasts.
• Aids with research and analytics used in Investment Strategy white papers for Financial Advisors.
• Aids with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
• Might participate in client meetings to identify client goals and tolerances.
• Aids in developing individualized client investment strategy for Financial Advisor.
• Responds to inquiries from Financial Advisors to research and resolve issues.
• Presents customized written industry and company specific reports upon request to Financial Advisor.
• Aids in development of financial models to forecast team revenue and income.
• Aids with preparation of scheduled and ad hoc performance reports.
• Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
• Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
• Interfaces effectively with all levels of staff in managing portfolios.
• Completes ad hoc projects and reports as assigned.

Requirements

• Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources.
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7
• Series 63, 65 and/or 66 as required by state
• Additional licenses or designations may be required as needed.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Skills

• Proficiency in analytical tools and software
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong attention to detail

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retail savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Pay

$62,353.20-$0.00

Schedule

Resident