Jobs in Union County

About The Position

Requirements

• 5+ years of experience in investment analysis, portfolio management, or a closely related role ideally serving Sentinel clients.
• Strong analytical and research skills with the ability to interpret complex financial data and equity valuation modeling
• Exceptional written and verbal communication skills, including the ability to produce high-quality client-facing materials.
• Solid understanding of global markets, investment strategies, and asset classes.
• Collaborative mindset with a demonstrated ability to work effectively with cross-functional teams.
• Advanced proficiency in PowerPoint and financial modeling tools

Nice To Haves

• CFA required

Responsibilities

• Conduct in-depth due diligence on potential investments, including equities, alternatives, and other asset classes -assessing risk, return potential and strategic fit.
• Research and develop forward-looking investment themes and strategies tailored to client needs.
• Collaborate with the Research Team to generate new ideas and opportunities aligned with emerging market trends and evolving client goals.
• Produce high-quality memos, reports, and presentations on investment opportunities, themes, and strategies into clear, actionable insights for clients.
• Clearly communicate complex investment ideas and recommendations in a concise, client-friendly manner.
• Analyze and provide actionable insights on single-stock positions held by Sentinel clients.
• Develop strategies to optimize client portfolios, balancing risk and return objectives.
• Highly valued Research Team member asked to identify and evaluate emerging opportunities across various markets and asset classes.
• Establish and maintain relationships with key industry stakeholders to stay informed on the latest market trends and investment opportunities.