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This Research Analyst position is for a detail-oriented self-starter who will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation. You will support local portfolio managers as part of a specialized team that manages portfolios on a discretionary basis and assists advisors with various investment planning and client services. A dedication to performing operational tasks with precision and providing a technically accurate, concierge-like approach to internal and client needs is vital.
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
