Investment Analytics

1 month ago


westchester, United States Coda Search│Staffing Full time

Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research work, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.


Requirements & Responsibilities:

  • 3-5 years of investment management experience
  • Strong interpersonal skills in interacting with various internal and external constituencies.
  • CFA
  • BA/BS degree
  • Series 7 and 66
  • Strong Excel/Python


  • Investment Analytics

    1 month ago


    westchester, United States Coda Search│Staffing Full time

    Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research work, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.Requirements & Responsibilities: 3-5 years of investment management...


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