JUNIOR INVESTMENT ANALYST (Permanent)
Our client an established financial management firm in WNY is looking to hire a Junior Investment Analyst to join their growing team. This is an excellent opportunity with room for growth in an organization that values and rewards its employees.
Responsibilities:
- Perform daily responsibilities contributing to the financial success of the company s clients
- Perform research into market trends analyzing key financial data to best approach each client s financial strategies
- Gather financial data to create detailed reports and presentations for investors
- Collaborate with senior analysts in the development of unique strategies specific to each client
- Identify investment opportunities and provide educated recommendations for clients to increase their financial success
- Remain up to date with any regulatory changes economic developments and changes in market trends
- Field inquiries from clients and provide answers/solutions in a timely manner
- Work well in a team environment as well as independently
- Work well in a fastpaced highvolume environment juggling multiple clients at a time
- Other duties as assigned/as necessary
Details:
- Position is full time direct hire
- 100% inoffice: MF 9:00AM5:00PM
- $50000 $75000 annually depending on experience
- Bachelor s degree in Finance Economics Business or related
- Health Dental Vision PTO Paid Holidays 401k match
- 1 years experience in portfolio management
- Strong computer skills specifically Excel
- Strong organizational and time management skills
- Strong communication and presentation skills
- Strong attention to detail
- Selfmotivated
- Relocation not available
- Candidates must be authorized to work in the United States; Visa sponsorship is not available
- All employees and applicants please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: ;