Investor Analyst I

3 weeks ago


Coppell, United States Avantax Wealth Management, Inc. Full time
Investor Analyst I, COPPELL, TX

Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related discipline. Two (2) years’ experience in the job offered or a related occupation with similar job duties. Experience with accounting, financial modeling and analysis, company evaluation and valuation, business plan development, market/industry research, & competitive analysis. Mail resumes to: Resumes to: Avantax Wealth Management, Inc. 3200 OLYMPUS BLVD. SUITE 100 COPPELL TX 75019

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  • Investor Analyst I

    3 weeks ago


    Coppell, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Informat...

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  • Investor Analyst I

    4 weeks ago


    Coppell, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...

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    3 weeks ago


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