Investment Portfolio Associate (5745

Next Path Workforce Solutions is currently seeking a Investment Portfolio Associate
to join our client’s team in Locust Valley, NY
. This is an Onsite, Contract position.

$38-$42 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

• Bachelor’s Degree (B.A.) in a related field with a minimum of 2 years of experience in a financial services environment focused on market research and analysis
• 5+ years of experience in the financial industry emphasizing market research and analysis
• Series 7 certification required
• Series 63, 65, and/or 66 as per state requirement

• Collect fundamental research on companies as requested by Financial Advisors
• Use analytical tools and methodologies to research investment products and portfolio analysis
• Assist in preparing industry and company research reports
• Develop financial models for revenue and income forecasts
• Support analytics used in investment strategy white papers
• Prepare presentations, portfolio analyses, and proposals for high net worth and institutional clients
• Participate in client meetings to identify goals and tolerances
• Develop and present tailored investment strategies
• Respond to Financial Advisor inquiries with research and insights
• Generate customized industry and company reports upon request
• Assist in developing financial models to forecast revenue and team income
• Prepare scheduled and ad hoc performance reports
• Maintain checklists for investment manager reviews and searches
• Generate periodic investment analyses and peer comparisons with benchmarks
• Interface effectively with all organizational levels in portfolio management
• Complete ad hoc projects and reports as assigned

We are an Equal Opportunity Employer

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