What are the responsibilities and job description for the Investment Analyst and Client Associate position at NVST Asset Management?
Company Description
NVST Asset Management collaborates with LPL Financial, a registered investment advisor and Member FINRA/SIPC, to bring expert securities and advisory services to clients. While NVST Asset Management operates as a distinct entity, our partnership with LPL Financial allows us to provide a broad range of investment opportunities. Together, we focus on delivering strategic financial solutions and tailored investment management services to our clients.
Role Description
This is a full-time, on-site role based in Ventura, CA, for an Investment Analyst and Client Associate. The role entails conducting in-depth market research, analyzing financial data, supporting portfolio management processes, and preparing financial models. The selected candidate will also engage in client meetings, prepare presentations, and provide comprehensive client service to ensure satisfaction and excellence in investment management support.
Qualifications
- Strong skills and or interest in Investments, Portfolio Management, and understanding of financial markets
- Proven Analytical Skills and Customer Service Skills
- Excellent communication skills and an aptitude for cultivating client relationships
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Professional certifications such as CFA or progress toward certification are a plus
- Advanced proficiency in Microsoft Excel and familiarity with financial software tools