Junior Investment Analyst Job at Private Wealth Management Firm, Nassau County, NY

eWh4bXgyaUx6cVBwelVuM01qanhQYVZaK2c9PQ==
  • Private Wealth Management Firm
  • Nassau County, NY

Job Description

Leading Long Island (north shore, Nassau County) based wealth management firm seeks a recent college graduate or a candidate with up to two years of experience in the financial industry to support its investment team as a Junior Investment Analyst. We are a 42 year-old, growing, boutique private wealth management and multi-family office which provides investment management, asset allocation, estate planning, tax planning and other services to our clients.

The Junior Investment Analyst will assist our internal investment teams and portfolio managers by performing research on equities, fixed income, outside managers and hedge-funds, as well as analyzing private equity and real estate opportunities. They will interface with and support a highly focused, intellectual group of experienced professionals. The Junior Investment Analyst will provide accurate and timely information to assist our portfolio investment teams in their day to day decision making. They will monitor portfolio positions, review portfolio activity and have trading responsibilities.

The ideal candidate will be an intelligent, hard-working, detail oriented, self-starter who has experience working in a professional office environment and a working knowledge of the financial markets. Strong communication skills and the ability to work in a team environment are also required. An undergraduate degree in business, finance or economics is preferred, but knowledge of and a passion for equity and fixed income markets and economics are a must.

This role offers exposure to all aspects of the private wealth management industry, including:

· Portfolio Management

· Investment Research

· Asset allocation

· Performance review

· Trust and estate planning

· Retirement planning

· Customized projects for ultra-high net worth clients and prospects

Interested candidates should forward their resume, contact information and cover letter to WealthMgmtLI@gmail.com.

We offer a competitive salary commensurate with experience, a performance bonus and full benefits package. We also encourage continuing education and will support the Junior Investment Analyst in obtaining a CFA, CFP or other relevant charters and licenses.

Job Tags

Similar Jobs

Domino's Franchise

Assistant Manager - 580 Union Ave Job at Domino's Franchise

Job Description At Domino's Pizza, we're searching for top candidates who are adaptable, self-motivated, and have a passion for customer service. Learn and sharpen your business skills as a Manager for Domino's Pizza by staffing your store, managing costs, and developing...

Turner Staffing Group

DM45 Drill Operator Job at Turner Staffing Group

Job Summary: We are seeking a highly skilled and experienced Drill Operatorto operate a DM45 at a mining site near Bullhead City, AZ. The ideal candidate will have at least 8 years of heavy equipment operation experience , with specific expertise in drilling in mining...

Magnus Technology Solutions

Python Developer Job at Magnus Technology Solutions

???? Entry-Level Python Developer (Fresher) - Multiple Locations Across USA ?? Location: All Major Cities | Remote / Hybrid / Onsite (Based on Client Needs) ?? Job Type: Full-Time | W...  ...Year (Freshers Welcome) ?? Domain: IT - Software DevelopmentJob Description:We... 

FARM

Senior Art Director Job at FARM

 ...write the words, you can focus all your attention on creating tectonically moving visuals. With that kind of freedom, who wouldn't want to be an Senior Art Director at FARM? We're crazy talented marketers with plenty of room for you to bring your best stuff. Now, show... 

ManpowerGroup

Manufacturing Team Lead 2nd Shift Job at ManpowerGroup

Our client, a leading digital healthcare company, is seeking a Manufacturing Team Lead (2nd Shift) to join their team. As a Manufacturing Team Lead, you will be part of the production environment supporting a collaborative team. The ideal candidate will have teamwork, dependability...