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Senior Investment Analyst

2 months ago

Livingston, 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 projections Identify investment market changes 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 the management of client portfolios Identify potential opportunities or risks Assist in internal tracking, reporting, benchmarking, and evaluating client investment portfolios Speak with and advise ultra-high-net-worth clients Analyze and monitor asset allocation Qualifications Include: Bachelor's/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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