Description

Ideal Candidate - An accomplished investment professional with proven expertise in equity research, valuation, performance measurement, and portfolio strategy for private wealth clients. Demonstrates strong business judgment and the ability to deliver actionable solutions. Exceptional communication skills for articulating investment theses to internal teams and clients.

Requirements

Key Responsibilities

• Conduct in-depth equity research and provide model portfolio recommendations.
• Actively contribute to the Investment Committee’s portfolio decisions.
• Partner with senior investment professionals to develop client presentations and reports.

Qualifications

• Bachelor’s or Master’s degree, in Finance or related discipline; minimum 5+ years in investment management with prior research experience.
• CFA designation strongly preferred.
• Advanced proficiency in Microsoft Office; Bloomberg experience advantageous.
• Superior analytical and decision-making skills with meticulous attention to detail.
• Ability to manage multiple priorities independently in a fast-paced environment.

What We Offer

• A collaborative, high-performing team committed to excellence in private wealth management.
• Exposure to sophisticated investment strategies for high-net-worth clients.
• Competitive compensation and comprehensive benefits, including health, life, and disability insurance; HSA; 401(k) / PSP with employer match.