Financial Analyst - Mid-Level (3-5 years)
The Judge Group
Remote
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Location: Roanoke, TX
Description: Our client is currently seeking a Financial Analyst - Mid-Level (3-5 years)
Ready to work with one of our top fortune client.
This job will have the following responsibilities:
- Create customized investment strategy and portfolio analytical presentations using third-party software such as Morningstar Direct in an environment that can be fast paced at times.
- Assume personal responsibility for timely and professional responses, providing best in class service and clear communication to our internal sales partners.
- Be a flexible as part of a small team with an ability to shift priorities, respond to a dynamic range of priorities.
- Partner with senior team members on projects and initiatives in areas of efficiency and scale, new products and services, and others.
Qualifications & Requirements:
- 2 to 3 years of an investment advisor, investment analyst, investment sales, or sales support.
- Knowledge of Investment products like Mutual funds and ETFs and others.
- They will be creating reports for investment products like mutual funds and ETFs.
- Create portfolio construction concepts for investment products.
- Analytics presentation.
- Good communication is required.
- Partner with senior team members to discuss new products.
- The financial software experience is a plus.
- Tableau experience or knowledge is a plus.
- Database languages are a plus.
- Investment experience is required.
Contact: ssrivastava05@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com