Investment Analyst
Beacon Trust•Morristown, NJ
400d
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About The Position
The Investment Analyst role focuses on mastering the Tamarac trading and portfolio management system while assisting senior portfolio managers in managing investment accounts for high-net-worth individuals and families. The position involves trade execution, security analysis, and maintaining client relationships, with an emphasis on providing tailored financial planning and investment strategies. The role offers training and mentoring from experienced professionals in the investment field.
