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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 player in the financial advisory sector, committed to assisting clients in achieving their financial aspirations through strategic wealth management.


Position Summary:
We are seeking a dedicated 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 primary point of contact for alternative investment opportunities, including managing subscriptions, capital contributions, and necessary documentation.
3. **Investment Process Support:** Provide essential assistance to the investment committee, facilitating informed decision-making.
4. **Compliance Monitoring:** Aid in maintaining an approved investment list and ensure adherence to compliance standards through regular audits.


Additional Contributions:
Support the organization in refining operational procedures and identifying opportunities for enhanced efficiency and accountability in financial planning initiatives.