Bachelor's degree in Finance, Economics or related concentration/Master 's degree preferred · 3-5 ... evaluate investments · Superior technical/analytical skills for modeling data and processing ...
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Bachelor's degree in Finance, Economics or related concentration/Master 's degree preferred · 3-5 ... evaluate investments · Superior technical/analytical skills for modeling data and processing ...
Quick apply
Bachelor's degree in Finance, Economics or related concentration/Master 's degree preferred · 3-5 ... evaluate investments · Superior technical/analytical skills for modeling data and processing ...
Cleveland, OH · On-site
Townsend is searching for an Investment Analyst to join the Investment Management team in its ... Minimum GPA of 3.5.
Cleveland, OH · On-site
Townsend is searching for an Investment Analyst to join the Investment Management team in its ... Minimum GPA of 3.5.
Dallas, TX · On-site
Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for ...
Dallas, TX · On-site
Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for ...
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
Newton, MA · On-site
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
Newton, MA · On-site
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
Calgary, AB · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Calgary, AB · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
Mclean, VA · On-site
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
Mclean, VA · On-site
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
Toronto, ON · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Toronto, ON · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Halifax, NS · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Halifax, NS · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Vancouver, BC · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
Vancouver, BC · On-site +1
We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
Newton, MA · On-site
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
Newton, MA · On-site
$60 - $120K/hr
A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...
New York, NY · On-site
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
New York, NY · On-site
About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...
Toronto, ON · Hybrid
CA$82K - CA$105K/yr
Minimum 3-5 years of investment market expertise. * Completion CFA designation or master's degree is an asset. The Expertise You Bring * Excellent analytical, writing, oral communication ...
Toronto, ON · Hybrid
CA$82K - CA$105K/yr
Minimum 3-5 years of investment market expertise. * Completion CFA designation or master's degree is an asset. The Expertise You Bring * Excellent analytical, writing, oral communication ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Montreal, QC · On-site
Onsite - Montreal Valnet is seeking an Analyst, a value creation operator within the Investment ... Present findings clearly, concisely, and with conviction Required Qualifications * 1-5+ years in ...
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Montreal, QC · On-site
Onsite - Montreal Valnet is seeking an Analyst, a value creation operator within the Investment ... Present findings clearly, concisely, and with conviction Required Qualifications * 1-5+ years in ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Charlotte, NC · On-site
$126K - $180K/yr
Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...
Responsibilities:
· Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
· Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
· Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
· Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
· Perform due diligence reviews of current and future investments
· Build and present proposals for new investment opportunities
· Escalate any portfolio changes within Family Office
· Develop long-term financial planning options, as needed
Qualifications:
· 3-5 years of portfolio or investment management experience
· Proven mathematical skills and financial acumen to evaluate investments
· Superior technical/analytical skills for modeling data and processing information
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Retail
5,001 - 10,000 Employees
New York, NY, US
1918