What are the responsibilities and job description for the Capital Markets Advisor position at Cohen Capital Group?
Role Description
This is a full-time on-site role for a Capital Markets Advisor located in Great Neck, NY. In this role, the Capital Markets Advisor will be responsible for analyzing financial markets, managing investment portfolios, developing and executing strategic investment plans, and providing guidance to clients on financial opportunities. The responsibilities include conducting market research, monitoring market trends, evaluating opportunities, and communicating insights to clients effectively. The advisor will collaborate with team members to align strategies that meet the company’s objectives and ensure compliance with industry standards.
Qualifications
- Strong financial analysis and analytical skills, including experience in evaluating investment opportunities and financial modeling
- Knowledge of capital markets, market trends, and financial regulations
- Proficient in portfolio management, asset valuation, and risk assessment
- Ability to develop and execute strategic investment plans and provide tailored advice to clients
- Exceptional communication and interpersonal skills with the ability to build client relationships and simplify complex information
- Proficiency in relevant financial tools and software
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certification (e.g., CFA, MBA) preferred
- Demonstrated ability to work effectively in a team environment and meet tight deadlines