Investment Analyst

New York; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

New York is seeking a portfolio investment professional to manage stock portfolios, analyze markets, and provide buy/sell recommendations for the Family Office. You will help diversify holdings, monitor performance, and communicate insights to leadership.

You will study economic trends, evaluate historical performance, build financial models, and prepare written reports to guide strategic investment decisions and long-term planning.

Qualifications

• Bachelor’s degree in Finance, Economics or related field; master's preferred.
• 3–5 years of portfolio or investment management experience.
• Strong mathematical, financial acumen and modeling capabilities.

Responsibilities

• Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
• Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
• Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
• Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
• Perform due diligence reviews of current and future investments
• Build and present proposals for new investment opportunities
• Escalate any portfolio changes within Family Office
• Develop long-term financial planning options, as needed

Skills

Mathematical skills

Financial analysis

Analytical thinking

Communication skills

Attention to detail

Organizational skills

Independent / self-starter

Team collaboration

Education

Bachelor’s in Finance or Economics

Master’s degree preferred

Tools

Excel

Job description

New York

Responsibilities

• Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
• Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
• Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
• Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
• Perform due diligence reviews of current and future investments
• Build and present proposals for new investment opportunities
• Escalate any portfolio changes within Family Office
• Develop long-term financial planning options, as needed

Qualifications

• Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred
• 3-5 years of portfolio or investment management experience
• Proven mathematical skills and financial acumen to evaluate investments
• Superior technical/analytical skills for modeling data and processing information
• Exceptional verbal and written communication skills along with strong presentation skills
• Strong attention to detail
• Well-developed organizational skills, flexible and ability to multi-task
• Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
• CFA, FINRA Series 7 and 66 preferred