Client-Focused Investment Advisory Analyst

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading talent network for investment roles is seeking an Investment Advisory Analyst in New York, NY. In this full-time role, you will support senior advisors and portfolio managers by analyzing client investment portfolios, conducting market research, and preparing performance reports. Ideal candidates possess a Bachelor's degree in Finance or related fields, and strong analytical skills. The role offers a compensation range of $140,000 – $185,000 annually, depending on experience.

Qualifications

• Strong understanding of investment principles and portfolio theory.
• Ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated interest in investment advisory and long-term investing.

Responsibilities

• Support the development of client investment portfolios and model strategies.
• Analyze portfolio performance and risk exposures to benchmarks.
• Conduct market and asset-class research to support recommendations.
• Prepare client-ready materials including performance reports.
• Monitor portfolios for adherence to guidelines and risk limits.

Skills

Analytical skills

Quantitative skills

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics, or related field

Tools

Excel

PowerPoint

Python

SQL

Job description

A leading talent network for investment roles is seeking an Investment Advisory Analyst in New York, NY. In this full-time role, you will support senior advisors and portfolio managers by analyzing client investment portfolios, conducting market research, and preparing performance reports. Ideal candidates possess a Bachelor's degree in Finance or related fields, and strong analytical skills. The role offers a compensation range of $140,000 – $185,000 annually, depending on experience.