Investment Portfolio Associate (5745)

NextPath 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. Salary: $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. Requirements: 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 Responsibilities: 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 View all open jobs: #J-18808-Ljbffr NextPath Career Partners