Enable America Jobs

Description

A Wealth Management firm with Bergen County operations seeks a Investment Analyst to join their team. In this role you will get involved in investment research, portfolio performance, analysis and tracking of portfolio performance, analyzing risk, client presentations, writing quarterly newsletters, communicating portfolio information to our associates. In addition, they would also have the chance to work under a Senior Advisor or working on their own with financial planning clients, based on their experience. Our client has some flexibility in the experience level from 2-10+ years of experience, MBA and or CFA would be a plus, or in process.

Requirements

A Wealth Management firm with Bergen County operations seeks a Investment Analyst to join their team. In this role you will get involved in investment research, portfolio performance, analysis and tracking of portfolio performance, analyzing risk, client presentations, writing quarterly newsletters, communicating portfolio information to our associates. In addition, they would also have the chance to work under a Senior Advisor or working on their own with financial planning clients, based on their experience. Our client has some flexibility in the experience level from 2-10+ years of experience, MBA and or CFA would be a plus, or in process.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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