Senior Investment Analyst
3 months ago
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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