Series 65/66 Licensed Investment Analyst

A company is looking for an Investment Analyst to join their Investment Team and contribute to research and portfolio management. Key Responsibilities Conduct investment research and formulate recommendations based on qualitative and quantitative analysis Perform ongoing monitoring and due diligence of investment strategies and document risk assessments Assist in the portfolio management process, including data preparation and implementation of model portfolio changes Required Qualifications Bachelor's degree or equivalent relevant industry experience of 4+ years Minimum of 2+ years of professional experience in investment management or related field Series 65/66 and Series 7 licenses, or willingness to obtain within 12 months Strong aptitude for working collaboratively in a team environment Ability to manage multiple tasks/projects simultaneously and meet deadlines

Mar 21, 2025 - 22:00

A company is looking for an Investment Analyst to join their Investment Team and contribute to research and portfolio management. Key Responsibilities Conduct investment research and formulate recommendations based on qualitative and quantitative analysis Perform ongoing monitoring and due diligence of investment strategies and document risk assessments Assist in the portfolio management process, including data preparation and implementation of model portfolio changes Required Qualifications Bachelor's degree or equivalent relevant industry experience of 4+ years Minimum of 2+ years of professional experience in investment management or related field Series 65/66 and Series 7 licenses, or willingness to obtain within 12 months Strong aptitude for working collaboratively in a team environment Ability to manage multiple tasks/projects simultaneously and meet deadlines