Investment Research Analyst. . HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies. HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and tec...
Investment Research Analyst. HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies. HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and techn...
Cetera Financial Group is currently seeking an Investment Research Analyst. This is a unique opportunity to join our team to assist with investment management and market research across a broad array of asset classes and provide day-to-day operational support to our investment management team. The Investment Research Analyst role will help produce the team’s perspectives - and actionable recommendations. This role is hybrid, with two days working...
Description. Conduct thorough research on various individual equity investment opportunities, asset classes, and market trends to identify potential investment options. Analyze financial data, market research, and economic indicators and present a summary of the information to the investment committee. Possess a solid understanding of fixed income investments and their role in client portfolio asset allocations. Make industry and sector investmen...
Required Skills. BS/BA in Business Administration, Engineering, Biological Sciences, or related fields. 2 years of experience in capital markets, or in product-oriented roles in technology or biotechnology. Interest and strong understanding of investment management and alternative assets. Resourcefulness to source opportunities and hard-to-find primary research. Strong communication skills, Dynamic and show initiative. Main Responsabilities. Lead...
