Job Description

JUNIOR INVESTMENT ANALYST (Permanent) Our client, an established financial management firm in WNY, is looking to hire a Junior Investment Analyst to join their growing team. This is an excellent opportunity with room for growth in an organization that values and rewards its employees.

Responsibilities:

• Perform daily responsibilities contributing to the financial success of the company’s clients
• Perform research into market trends, analyzing key financial data to best approach each client’s financial strategies
• Gather financial data to create detailed reports and presentations for investors
• Collaborate with senior analysts in the development of unique strategies specific to each client
• Identify investment opportunities and provide educated recommendations for clients to increase their financial success
• Remain up to date with any regulatory changes, economic developments, and changes in market trends
• Field inquiries from clients and provide answers/solutions in a timely manner
• Work well in a team environment as well as independently
• Work well in a fast-paced, high-volume environment, juggling multiple clients at a time
• Other duties as assigned/as necessary

Details:

• Position is full time, direct hire
• 100% in-office: M-F 9:00AM-5:00PM
• $50,000 - $75,000 annually depending on experience
• Bachelor’s degree in Finance, Economics, Business, or related
• Health, Dental, Vision, PTO, Paid Holidays, 401k match
• 1+ years’ experience in portfolio management
• Strong computer skills, specifically Excel
• Strong organizational and time management skills
• Strong communication and presentation skills
• Strong attention to detail
• Self-motivated
• Relocation not available 
• Candidates must be authorized to work in the United States; Visa sponsorship is not available
• All employees and applicants, please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: ;
  

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