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Financial Analyst

2 months ago

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

Job Summary:

Pear Core Solutions, a leading provider of wealth management services, is seeking a highly skilled Financial Analyst to join our team of experienced professionals. As a key member of our investment team, you will play a critical role in supporting our clients' financial goals and objectives.

Key Responsibilities:

  • Serve as the primary administrator of all investment models, including oversight, execution, and tax loss harvesting.
  • Provide expert support to our investment committee, assisting in the investment process and ensuring compliance with regulatory requirements.
  • Assist in the development and implementation of investment strategies, working closely with our portfolio managers and investment analysts.
  • Support the firm's financial planning efforts, providing data analysis and insights to inform investment decisions.
  • Collaborate with our operations team to ensure seamless execution of investment transactions and maintain accurate records.

Requirements:

  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Proven experience in investment operations, financial planning, or a related field.
  • Strong knowledge of financial markets, instruments, and regulations.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.