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

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