Investment Management Associate — AI-Driven Platform
Creative Solutions Services, LLC
Wiss Family Office in the Northeast seeks an investment professional to drive research, portfolio management, and client strategy. The role spans due diligence, trading, and operations with exposure to senior advisors and leadership, requiring ownership and initiative. Ideal candidates have 3–5+ years in wealth/investment management, strong technical skills in Excel/PowerPoint, and familiarity with AI tools to scale processes. #J-18808-Ljbffr Creative Solutions Services, LLC
Vacancy posted 5 days ago
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