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Investment Management Associate — AI-Driven Platform
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-07-16
Listing for:
Creative Solutions Services, LLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Wiss Family Office in the Northeast seeks an investment professional to drive research, portfolio management, and client strategy. The role spans due diligence, trading, and operations with exposure to senior advisors and leadership, requiring ownership and initiative.
Ideal candidates have 3–5+ years in wealth/investment management, strong technical skills in Excel/PowerPoint, and familiarity with AI tools to scale processes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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