Investment Analyst

A wealth management firm in Parsippany, NJ is hiring an Investment Analyst to join one of its advisor pods. Each pod is led by a Team Lead with two to three analysts supporting multiple Wealth Advisors and their client households. The Analyst works directly with the Wealth Advisor and Team Lead on every client and prospect relationship the pod covers, building the financial plans and trading the accounts.

Experienced candidates with people-management experience can be considered for the Team Lead track, which oversees analyst staffing and workflow.

What you'll do

• Build and maintain comprehensive financial plans, including retirement projections and cash flow models.
• Prepare proposals and portfolio review materials ahead of client and prospect meetings.
• Trade client accounts across stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing.
• Support ongoing portfolio monitoring, with attention to cash flow needs and tax considerations in client portfolios.
• Work side by side with Wealth Advisors and your Team Lead on client and prospect work.

What you'll need

• 4+ years in wealth management, financial planning, investment analysis, or performance and portfolio reporting, ideally at an RIA or wealth management firm.
• Advanced Excel, plus working knowledge of Morningstar, Bloomberg, YCharts or eMoney.
• Red Black experience is a strong plus.
• Series 7, Series 65, CFA, CFP or ChFC preferred.
• Bachelor's degree in math, finance, accounting or business preferred.
• Clear, concise communication with advisors and close attention to detail in a high-volume environment.
• Candidates with about 10+ years and prior people-management experience will be considered for the Team Lead track.

Compensation

$100K to $115K base, depending on experience. Fully on site in Parsippany, NJ, five days a week.