Senior Investment Analyst

3 months ago


Summit, United States RecruitHook Full time

Exciting Opportunity A fast-growing single family office near Summit, NJ is looking for a Sr. Investment Analyst. If you have experience in the ultra-high net worth investment sector and a knack for public equity investments, asset allocation analysis, and financial modeling, this role might be for you. Join a dynamic team, contribute to portfolio management, and assist with strategic tax and estate planning. Apply now and take your career to the next level


Responsibilities:

  • Prepare memos, reports, summaries, and visual aids for senior executives and clients
  • Compile and internally distribute summaries of relevant market news and projection
  • Identify investment market changes as
  • Assist with internal prep and review of individual and trust federal and state income and gift tax returns
  • Assist with tax and financial projections
  • Assist senior executives in management of client portfolios
  • Identify potential opportunity or risk
  • Assist internal tracking, reporting, benchmarking and evaluation of client investment portfolios
  • Speak with and advise ultra-high-net-worth clients
  • Analyze and monitor asset allocation


Qualifications Include:

  • Bachelors/MBA degree in Finance or related field
  • Experience in quantitative and qualitative research and analysis skills, including financial modeling
  • Advanced degree or professional certification: MBA, CPA, CFA, CFP.
  • Experience working with high-net-worth clients and trust tax returns, estate planning a plus
  • Strong computer and word processing skills, including Microsoft Word, Excel, and PowerPoint
  • Excellent oral and written communication skills



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