Portfolio Analytics & Research Associate

Thecentermemphis; Memphis (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

The Center Memphis is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment research for client portfolios. You will prepare industry and company research, build financial models, and contribute to investment strategy publications under the guidance of Financial Advisors.

Ideal candidates have a bachelor’s degree in a related field and 3+ years in financial services, with licenses or certifications encouraged.

Qualifications

• Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis
• Equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

• Collects fundamental research on related companies as requested by Financial Advisors.
• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
• Assists in development of financial models for revenue and income forecasts.
• Assists with research and analytics used in Investment Strategy whitepapers for Financial Advisors.
• Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.

Skills

Financial analysis

Research

Education

Accounting

Business Administration

Finance

Job description

The Center Memphis is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment research for client portfolios. You will prepare industry and company research, build financial models, and contribute to investment strategy publications under the guidance of Financial Advisors.

Ideal candidates have a bachelor’s degree in a related field and 3+ years in financial services, with licenses or certifications encouraged.