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Investment Analysis Specialist

2 months ago

Jericho, New York, United States PEAR Core Solutions Full time

Company Overview:
PEAR Core Solutions is a prominent financial services firm committed to assisting clients in achieving their financial aspirations through strategic wealth management.


Position Summary:
We are seeking a skilled Financial Analyst to enhance our team of financial professionals.


Key Responsibilities:
1. **Investment Model Administration:** Oversee and manage all investment models, ensuring effective execution and tax optimization strategies.
2. **Alternative Investments Resource:** Act as the main point of contact for alternative investments, handling subscriptions, capital contributions, transfers, and document requests.
3. **Investment Process Support:** Provide essential assistance to the investment committee throughout the investment process.
4. **Compliance Monitoring:** Aid in maintaining investment compliance by monitoring approved lists and conducting audits to ensure adherence.


Additional Contributions:
Support the organization in refining and implementing operational procedures while identifying opportunities for enhanced efficiency and improved checks and balances.


Financial Planning Support:
Contribute to the financial planning initiatives at PEAR Core Solutions.