Investment Portfolio Associate (5532)

NextPath Workforce Solutions is currently seeking a Financial Analyst to join our client’s team in Locust Valley, NY . This is an on-site, 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 in a related field with at least 2 years of experience in financial services, focusing 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 requirements Outgoing personality RESPONSIBILITIES Manage relationships with existing clients Prepare presentations and portfolio analyses for high-net-worth and institutional clients Coordinate data collection for client responses from Financial Advisors Create investment snapshots and fund reports for client inquiries Lead client meetings to clarify goals and tolerances Develop and present tailored investment strategies Use analytical tools for research on investment products Assist in preparing industry and company research reports Develop financial models for revenue and income forecasts Support the creation of investment strategy white papers Generate periodic investment analysis and peer comparison reports Interface effectively with all levels of staff to manage portfolios We are an Equal Opportunity Employer #J-18808-Ljbffr