What are the responsibilities and job description for the Investment Analyst position at Precision Wealth Strategies?
Job Description
Investment Analyst
About Precision:
Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose.
Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion!
Investment Analyst Role:
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a integral part in the day-to-day investment operations at Precision Wealth Strategies.
Essential Functions/Responsibilities:
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Investment Analyst
About Precision:
Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose.
Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion!
Investment Analyst Role:
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a integral part in the day-to-day investment operations at Precision Wealth Strategies.
Essential Functions/Responsibilities:
- Perform investment research on behalf of PWS and our clients to report to the Senior Investment Analyst.
- Execute financial analysis to support firm investment models and equity strategies.
- Complete daily Investment Management Team tasks, including, trading, portfolio structuring, cash flows, etc.
- Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed adjustments.
- Participate in client meetings representing the investment analyst team.
- Develop financial plans for clients utilizing firm software.
- Support the advisor pods in assisting with client one-off financial analyses.
- Bachelors degree required.
- Advanced degree or Finance/Accounting related credential is a plus.
- 2 years experience in an Accounting or Finance related industry preferred.
- Excellent Verbal & written communication skills.
- Strong Problem solving and analytical skills
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.