Investment Analyst
1 week ago
Investment Analyst Role: The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays an integral part in the day-to-day investment operations at Precision Wealth Strategies. About Precision: Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering the clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to the clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion Responsibilities: Essential Functions/Responsibilities: • Perform investment research on behalf of PWS and the clients to report to the Senior Investment Analyst. • Execute financial analysis to support firm investment models and equity strategies. • Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed adjustments. • Participate in client meetings representing the investment analyst team. • Develop financial plans for clients utilizing firm software. • Support the advisor pods in assisting with client one-off financial analyses. Qualifications: • Bachelor's degree required. • An advanced degree or Finance/Accounting-related credential is preferred. • 2+ years of experience in an Accounting or Finance-related industry preferred. • Excellent Verbal & written communication skills. • Strong problem-solving and analytical skills Compensation: $50,000 - $80,000 yearly
• Essential Functions/Responsibilities: • Perform investment research on behalf of PWS and the clients to report to the Senior Investment Analyst. • Execute financial analysis to support firm investment models and equity strategies. • Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed adjustments. • Participate in client meetings representing the investment analyst team. • Develop financial plans for clients utilizing firm software. • Support the advisor pods in assisting with client one-off financial analyses.
Compensation:
$50,000-$80,000 per year
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