Investment Portfolio Associate-Huntsville, AL
Core
Analyzes portfolio analytics, asset allocation, and investment holdings to support Financial Advisors and clients.
Role type
Investment Portfolio Associate
Builds
Financial models, industry/company research reports, and investment strategy white papers
Domain
Financial Services / Wealth Management
Required skills
Portfolio analytics, asset allocation, financial modeling, fundamental research, data collection, report writing, client goal identification
Preferred skills
None stated
Technologies
Analytical tools, software, financial modeling software
Responsibilities
Collect fundamental research on companies, use analytical tools to research investment products, prepare written industry and company specific reports, assist in development of financial models for revenue and income forecasts, assist with preparation of presentations and proposals for clients, participate in client meetings to identify goals and tolerances, respond to inquiries from Financial Advisors, generate periodic reports on investment analyses and peer group comparisons, maintain checklists for tracking investment managers' reviews
Seniority
Mid-level, 3+ years experience