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Portfolio Associate

2 months ago

Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time
Job Title:

Portfolio Associate

Job Summary:

This role is responsible for providing support to the research and sales teams in a fast-paced investment environment. The successful candidate will assist in the analysis of investment opportunities, maintain financial models, and communicate research findings to stakeholders.

Key Responsibilities:
  • Assist in the preparation of new client proposals and investment analysis reports
  • Compare and analyze industry publications and proprietary sources to inform investment decisions
  • Communicate research findings to analysts, associates, and traders through written reports and presentations
  • Update and maintain financial models and valuation models using Microsoft Excel and Access
  • Ensure compliance with all regulatory requirements
  • Support periodic Investment Committee meetings and product specialists
  • Contribute to departmental goals through various projects and initiatives
  • Manage and update collateral materials
Requirements:
  • Bachelor's Degree from a four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience
  • Certificates, licenses, and registrations required: Interest in pursuing CFA or related credentials
Competencies:
  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events
  • ...
Why Join Us:

Signature Estate and Investment Advisors, LLC is a dynamic and growing company that values innovation, teamwork, and customer satisfaction. We offer a competitive compensation package and opportunities for professional growth and development.