Strategic Investment Specialist

4 weeks ago


Dorchester Center Boston MA USA, United States Lake Street Advisors Full time
Investment Analyst Role

We are seeking a highly motivated and detail-oriented Investment Analyst to join our team at Lake Street Advisors. This role will involve working closely with our Investment Advisors to provide exceptional client service and support.

Key Responsibilities
  • Assist Investment Advisors in designing personalized asset allocation strategies and monitoring portfolios.
  • Develop rebalancing and tax loss harvesting recommendations, identify potential fee savings, and generate client deliverables.
  • Communicate effectively with external clients, internal teams, and third-party affiliates regarding investment-related matters.
  • Support Investment Advisors in answering client questions and completing ad hoc projects.
Requirements
  • Strong analytical, organizational, and time management skills.
  • Excellent written and verbal communication skills.
  • Detail-oriented with a focus on delivering top-notch client service.
  • Minimum 1-2 years' prior experience in investments or financial services.
  • Bachelor's degree required, with Series 65 certification.
  • Proficiency in MS Office and demonstrated aptitude for mathematics and spreadsheets.
  • Experience with FactSet, Addepar, Python, and Salesforce a plus.
About Lake Street Advisors

Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003. We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries and a comprehensive benefit package.

We are an equal opportunity employer and welcome applications from qualified candidates.



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