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Investment Analysis Specialist

2 months ago


Bridgeport, Connecticut, United States Trivium Point Advisory, LLC Full time
Position Overview

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.