Senior Investment Analyist
Consolidate client financial statements, monitor and analyze global financial markets and investments with the objective of providing investment suggestions that may be used by the company and clients. Summarize economic and financial information to generate recommendations specific to the clientâ€™s financial suitability, goals and objectives. Attend client meetings, and prepare and present both written and oral reports on general economic trends and specific client portfolios. Demonstrate empathy and sensitivity to the clientâ€™s level of sophistication to properly communicate with clients. Proactively reach out to financial institutions, analysts, and fund managers to gather the necessary information to prepare suggestions.
Requires Bachelorâ€™s degree in Finance, Accounting, Economics or related field of study, and 2 years of experience as an Investment Analyst or in any job title/occupation/position involving in financial analysis with a focus on global financial markets and economics. Experience specified must include 2 years of experience with each of the following: analyzing investment and financial statements and research to formulate recommendations for high-net-worth clients; and preparing investment memoranda, client presentations using financial databases such as Refinitiv, Morningstar, Bloomberg or Addepar. Telecommuting permitted up to 2 days per week (subject to change).