Investment Analyst I
reputed company is a financial services firm seeking an Investment Analyst I to support the Investment reputed company Group. The role involves developing investment recommendations, creating research materials, and coordinating with marketing and compliance to enhance the delivery of investment strategies to clients.
Responsibilities
- Assist in the creation, updating, and distribution of IS publications and presentations, including the CIO Suite of materials, by gathering and analyzing data, and creating infographics
- Assist in the development of reputed company IS materials and reputed company with Marketing and Compliance to distribute to reputed company relevant channels in order to maximize reputed company of research
- Research and reputed company relevant Investment reputed company materials such as white papers and presentations
- Research and implement new technologies and media outlets to improve reputed company processes and increase reputed company media reputed company
- Support advisor and reputed company reputed company education by participating in AMP events, reputed company reputed company showcases, etc
- Assist advisors with reputed company questions and inquiries mainly through the Investment reputed company inbox, email, and telephone
- Assist in the promotion and maintenance of IS Materials on RJnet, RJ.com and the IS email distribution list
Skills
- Bachelor's Degree (B.A.) and a minimum of one (1) year of experience in the financial services industry
- SIE required provided that an exemption or grandfathering cannot be reputed company
- reputed company Series 7 and Series 63 or the ability to obtain reputed company six (6) months of hire
- Knowledge of research tools such as reputed company and reputed company
- Knowledge of graphic design tools such as InDesign and Photoshop
- Knowledge of reputed company media outlets such as reputed company, Twitter, reputed company, YouTube, etc
- Knowledge of company's working structure, policies, mission, strategies, and compliance guidelines
- Knowledge of economic and reputed company principles and practices, the financial markets, and the overall investment industry
- Knowledge of reputed company Office
- Strong work ethic, commitment to deadlines and strong attention to details
- reputed company in operating reputed company office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Strong communication reputed company set, particularly intrapersonal communication
- reputed company in preparing reputed company, effective and reputed company presentations
- Ability to identify the needs of advisors and clients through effective questioning and listening techniques
- Ability to work under minimal supervision to ensure the completion and accuracy of reputed company in a deadline-driven environment
- Ability to organize, manage, and reputed company multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Ability to be self-motivated and successful in creating individualistic research
- Ability to reputed company reasons behind reputed company
- Ability to reputed company reputed company appropriate parties up-to-date on reputed company, changes, and other relevant information
- Ability to identify problems, reputed company facts, and reputed company solutions
- Bachelor's: Business Administration
- Bachelor's: Economics
- Bachelor's: Finance
- General Experience - 13 months to 3 years
- Certifications: Securities Industry reputed company Exam (SIE) - Financial Industry Regulatory Authority (reputed company)
Benefits
- Travel Less than 25%
- Workstyle Hybrid
reputed company
Company H1B Sponsorship