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Investment Analysis Specialist
2 months ago
We are seeking a skilled Financial Analyst to conduct in-depth analysis of client investment portfolios and develop tailored proposals. The ideal candidate will be responsible for:
- Conducting Comprehensive Financial Analysis: Utilize proprietary models to generate detailed financial reports.
- Researching Investment Opportunities: Investigate equities, ETFs, and mutual funds to enhance our investment strategies.
- Client Portfolio Management: Analyze and assess client portfolios to ensure optimal performance.
Qualifications:
- A minimum of 1 year of experience in a financial analyst role.
- A Bachelor’s degree in finance or a related discipline.
Compensation: The annual salary for this position is $84,053.
We encourage qualified candidates to consider this opportunity to contribute to our team at Trivium Point Advisory, LLC.