What are the responsibilities and job description for the Investment Analyst position at Leah Yosef International?
5B AUM RIA
Midtown, NY
Overview
Top-tier Wealth Advisor within a 5B AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M AUM across 25 high net worth and ultra-high net worth households.
Highlights
- Construct and monitor custom portfolios with a focus on tax efficiency and long-term, buy-and-hold investing
- Interacting with the research teams regarding individual equities and fixed income positions
- Engage directly with clients to explain portfolio strategies and market views as well as overall wealth management advice
- Participate in firm-wide investment committee meetings
- Extensive client contact
- Compensation package in the $150,000 range
Requirements
- 3 years of experience in investments with exposure to building portfolios from individual stocks and bonds
- Excellent written and verbal communication skills
- Experience with Advent Suite, Black Diamond, and FactSet a plus
1770
Salary : $150,000