Investment Portfolio Associate (Georgetown, TX)
Georgetown, TXJobSeen 2w agoSeen in employer's feed 1 day ago
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Requirements
Credentials this posting asks for.
Job overview
The Investment Portfolio Associate supports Financial Advisors by gathering fundamental research, using analytical tools and methodologies to evaluate investment products, and assisting in the creation of financial models, reports, and presentations. The role also helps develop client investment strategies, prepares performance analyses, and participates in client meetings to address goals and tolerances.
Skills & qualifications
Skills
Qualifications
Full job description
Responsibilities
Collects fundamental research on related companies as requested by Financial Advisors.
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
Assists in preparation of written industry and company specific reports
Assists in development of financial models for revenue and income forecasts.
Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
May participate in client meetings to identify client goals and tolerances.
Assists with developing individualized client investment strategy for Financial Advisor.
Responds to inquiries from Financial Advisors to research and resolve issues.
Prepares customized written industry and company specific reports upon request to Financial Advisor.
Assists in development of financial models to forecast team revenue and income.
Assists with preparation of scheduled and ad hoc performance reports.
Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
Interfaces effectively with all levels of staff in managing portfolios.
Completes ad hoc projects and reports as assigned.
Performs other duties and responsibilities as assigned.
Education/Experience Requirements
Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis
or
An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state
Additional licenses or designations may be required as needed.
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