Analyst, WMS Manager
United States
Full Time
2 weeks ago
$93,400 - $128,400 USD
No H1B
About this role
Role Overview
- Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines
- Prepare written reports identifying trends, opportunities, and recommendations
- Communicate investment information to various constituents
- Support due diligence reviews of asset management companies
- Maintain, enhance, and develop quantitative tools for evaluating investment strategies
Requirements
- 3+ years of relevant experience in the Financial Services industry
- Bachelor's degree or equivalent experience, preferably in Finance, Investments, Economics, or Business
- Active Series 7 or ability to obtain within 120 days
- Active Series 86/87 or ability to obtain within 360 days
- Strong working knowledge of Excel
- Prior research experience with a focus on ETFs, Closed-End Funds, and/or UITs
- Experience with analytical software (FactSet, Morningstar Direct, Bloomberg)
Benefits
- Competitive and comprehensive benefits program
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances