Financial Analyst
On-siteChicago, Illinois, United States
Job Summary
Monitor portfolio holdings, run risk models, and analyze asset allocations to support firm Partners and Advisers. Research potential investments and market trends, then execute trades and manage portfolio re-balancing. Develop marketing presentations for prospective clients covering equity, fixed income, and alternative investments while relaying research and market views to Advisers. Work with broker dealers and software providers to track new technologies and developments. Maintain disciplined work processes and prioritize results as a self-starter. Requires Series 65 license, expertise in Excel, Addepar, and Bloomberg, and a BA in accounting or finance.
Required Qualifications
- Holds Series 65 license
- Expert in Excel, Addepar and Bloomberg
- Strong interpersonal skills including verbal and written communication
- Must be able to function as a self-starter establishing and maintaining disciplined work processes, setting priorities to achieve results in a disciplined manner
- BA degree in accounting, finance or related discipline
Desired Qualifications
- Professional designation such CFA preferred
- Professional experience in financial services preferred
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