Strategic Investment Advisory Analyst

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

Job summary

A leading financial services firm is seeking an Investment Advisory Specialist in New York, NY. This role involves analyzing investment opportunities, advising on portfolio strategy, and collaborating with various teams to execute investment strategies. Candidates should have a Bachelor’s degree in a relevant field and strong analytical skills. Proficiency in Excel and PowerPoint, and experience with investment advisory roles will be advantageous. Compensation is competitive, with annual earnings between $140,000 and $185,000.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Strong analytical and quantitative skills are essential.
• Experience in investment advisory or wealth management is a plus.

Responsibilities

• Assist in developing investment strategies for clients.
• Analyze market trends to support portfolio allocation decisions.
• Prepare investment reports and presentations for clients.
• Monitor portfolio performance and risk metrics.
• Conduct due diligence on investment opportunities.
• Maintain dashboards to track investment performance.

Skills

Analytical skills

Quantitative skills

Knowledge of investment strategies

Communication skills

Proficiency in Excel

Proficiency in PowerPoint

Education

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

Tools

Portfolio management software

Financial modeling tools

Job description

A leading financial services firm is seeking an Investment Advisory Specialist in New York, NY. This role involves analyzing investment opportunities, advising on portfolio strategy, and collaborating with various teams to execute investment strategies. Candidates should have a Bachelor’s degree in a relevant field and strong analytical skills. Proficiency in Excel and PowerPoint, and experience with investment advisory roles will be advantageous. Compensation is competitive, with annual earnings between $140,000 and $185,000.