Demo

Research Analyst

Lead Advisor
York, NY Full Time
POSTED ON 11/19/2025 CLOSED ON 12/18/2025

What are the responsibilities and job description for the Research Analyst position at Lead Advisor?

Lead Advisor is a wealth management recruiting and consulting firm. We have multiple clients in the Greater NYC area that are hiring research analysts for their wealth management practices.


The right candidate should have expertise with PYTHON and have a passion for wealth management (or willingness to learn).


Key responsibilities (but not limited to):

  • Use and debug models for analysis
  • Place Trades and excuting the buy/hold/sell strategy set forth by the firm
  • Research funds, equities and bonds


Qualifications:

  • Bachelors Degree
  • 2 years of finance experience
  • Series 7 or willingness to obtain
  • Python Expertise


Location: Hybrid in Midtown office

Salary: 80-90k

Salary : $80,000 - $90,000

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