Jr Analyst

1 week ago

Pasadena, California, United States Shuster Financial Group, LLC Full time

Position Summary:

Responsibilities:

  • Integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
  • Prepare reports to monitor plan participation, performance, and costs.
  • Assist in preparation of client and prospect presentations.
  • Participate in client meetings/report deliveries.
  • Other ad hoc duties as assigned.

Experience and Technical Requirements:

  • Strong analytical, problemsolving, planning, and organizational skills.
  • Proficient with MS Office with an emphasis on Excel and PowerPoint.
  • Strong written and verbal communication skills.
  • Must be dependable and can handle multiple timesensitive projects with a high degree of accuracy and attention to detail.
  • Experience with financial analysis a plus but not required.
  • Experience with wealth management portfolios or retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.) a plus but not required.

Salary & Benefits Information

  • Starting salary commensurate with experience.
  • 401K, 401K 4% match, medical, dental and vision insurance.

About Us
Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors.

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