Investment Analyst
About The Position
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking an Investment Analyst, that is an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm’s clients, including designing and implementing the investment process. This opportunity will be a hybrid model based out of one of the following offices: Iselin, New Jersey, Owings Mills, MD, or Raleigh, N.C. office. What it Means to Work for Prosperity: You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or closely related field
- 3+ years of experience in financial services
- Detail-oriented with strong organizational skills.
- Strong communication skills.
- Desire to work collaboratively in support of team objectives.
- Willing to work in a detail-oriented and deadline-driven environment.
- Ability to handle multiple projects simultaneously.
- Strong work ethic, positive attitude, and professional demeanor.
- Ability to learn quickly and work independently.
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future.
Nice To Haves
- Series 7 or 65 license preferred.
- Familiarity with trading technologies, order management systems and rebalancing software a plus.
- Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar
- A passion for financial markets
Responsibilities
- Equity, fixed income, ETFs, and mutual fund trading.
- Participate in portfolio construction, rebalancing, and management.
- Analyze, monitor, and review the firm’s book of business, client portfolios and trading models.
- Strong focus on utilizing trading and financial analysis software.
- Assist in client support and administration.
- Provide research and project support to the investment committee.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
