Senior Investment Analyst (Boca Raton, FL)

Job description

Job Description Summary Under limited supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolios, asset allocations and other investment holdings with client portfolios and make appropriate recommendations. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. Job Description: Responsibilities: - Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors. - Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. - Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. - Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. - Collects and compiles fundamental research on related companies in response to client inquiries. - May lead client meetings to identify client goals and tolerances. - Develops and pre...