Investment Research Analyst
Posted: 4 days ago
Job Description
Top tier Wealth Management firm in the North Shore and NH has a need for a Research and Trade Analyst as the firm continues to grow. This is an 100% onsite role with a great benefits and a healthy bonus.ResponsibilitiesCreate portfolio allocations based on the advisor’s model recommendationContinually monitor portfolios and make suggested updates to the advisorOnce approved, place trades in the portfoliosBlock trade positions in or out as neededLearn proper trading mechanisms to become very aware and efficient at trading most types of securities (stocks, bonds, ETFs, mutual funds, options, REITs, options, etc.)Utilize appropriate software to be efficientQualificationsBachelor’s Degree a must, Finance, Economics preferred2+ years of experience in Investments, Asset Management, Financial Services, Wealth Management, RIA’sCommon Sense with a great attitude working with a small teamSalary is 75K-95K + BonusHours are 8am to 5pmKBW789
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