What are the responsibilities and job description for the Investment Research Analyst position at KBW Financial Staffing & Recruiting?
Top tier Wealth Management firm in the North Shore and NH has a need for a Research and Trade Analyst as the firm continues to grow. This is an 100% onsite role with a great benefits and a healthy bonus.
Responsibilities
Hours are 8am to 5pm
KBW789
Responsibilities
- Create portfolio allocations based on the advisor’s model recommendation
- Continually monitor portfolios and make suggested updates to the advisor
- Once approved, place trades in the portfolios
- Block trade positions in or out as needed
- Learn proper trading mechanisms to become very aware and efficient at trading most types of securities (stocks, bonds, ETFs, mutual funds, options, REITs, options, etc.)
- Utilize appropriate software to be efficient
- Bachelor’s Degree a must, Finance, Economics preferred
- 2 years of experience in Investments, Asset Management, Financial Services, Wealth Management, RIA’s
- Common Sense with a great attitude working with a small team
Hours are 8am to 5pm
KBW789
Salary : $75,000 - $95,000