Investment Analyst

Atlas Search; New Jersey; Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Atlas Search is seeking an Investment Analyst to work with Wealth Advisors and the Team Lead to support client and prospect relationships. The role blends financial planning, investment analysis, portfolio management, and client deliverables for thoughtful, timely advice.

The scope and seniority will be tailored to experience, with potential for a Team Lead track for stronger candidates.

Formación

• 5+ years of experience in wealth management, financial planning, investments, or a related field.
• Strong financial planning and investment knowledge.
• Ability to work closely and effectively with Wealth Advisors and other team members.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Ability to perform effectively in a fast-paced, high-performance environment.
• Advanced Excel skills.
• Experience with Morningstar, Bloomberg, YCharts, and/or eMoney.
• RedBlack experience strongly preferred.
• Bachelor's degree in Finance, Accounting, Mathematics, Business, or a related field preferred.

Responsabilidades

• Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling.
• Prepare client and prospect materials, including proposals, portfolio reviews, financial plans, and presentation materials.
• Execute trades across stocks, ETFs, mutual funds, and fixed income securities.
• Manage portfolio rebalancing and support ongoing portfolio monitoring.
• Assist with portfolio reviews, including cash flow and tax considerations.
• Partner closely with Wealth Advisors to support client relationships and deliverables.
• Contribute to a fast-paced, high-volume team environment and take on additional responsibilities as needed.

Conocimientos

Advanced Excel

Communication

Attention to detail

Team collaboration

Wealth management

Portfolio management

Financial planning

Investment knowledge

Educación

Bachelor's degree in Finance

Herramientas

Morningstar

Bloomberg

YCharts

eMoney

RedBlack

Descripción del empleo

A growing wealth management team is seeking an Investment Analyst to work closely with Wealth Advisors and the Team Lead in supporting client and prospect relationships. This role combines financial planning, investment analysis, portfolio management, and client-facing deliverables, with responsibility for helping ensure clients receive thoughtful, accurate, and timely advice.

The scope and seniority of the position will be tailored to experience, with an opportunity for more experienced candidates to be considered for a Team Lead track.

Key Responsibilities

• Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling
• Prepare client and prospect materials, including proposals, portfolio reviews, financial plans, and presentation materials
• Execute trades across stocks, ETFs, mutual funds, and fixed income securities
• Manage portfolio rebalancing and support ongoing portfolio monitoring
• Assist with portfolio reviews, including cash flow and tax considerations
• Partner closely with Wealth Advisors to support client relationships and deliverables
• Contribute to a fast-paced, high-volume team environment and take on additional responsibilities as needed

Qualifications

• 5+ years of experience in wealth management, financial planning, investments, or a related field
• Strong financial planning and investment knowledge
• Ability to work closely and effectively with Wealth Advisors and other team members
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to perform effectively in a fast-paced, high-performance environment
• Advanced Excel skills
• Experience with one or more of Morningstar, Bloomberg, YCharts, and/or eMoney
• RedBlack experience strongly preferred
• Bachelor's degree in Finance, Accounting, Mathematics, Business, or a related field preferred