Legacyedge
Overview
Legacy Edge Advisors, a Registered Investment Advisor managing over $1 billion in assets, is looking to add a Portfolio Associate/Investment Associate to their team in Syosset, NY. Legacy Edge Advisors is a financial planning practice that prioritizes personalized attention, ensuring each advisor works with a limited number of clients. Our partnership with Charles Schwab ensures ease of service for every client, with dedicated personnel and cutting-edge technology. By collaborating with top investment firms, we provide unique portfolio solutions tailored to each client's needs in a challenging financial environment. Our fiduciary services include investment management, income generation, and comprehensive planning. Company Description Legacy Edge Advisors, a Registered Investment Advisor managing over $1 billion in assets, is looking to add a Portfolio Associate/Investment Associate to their team in Syosset, NY. Legacy Edge Advisors is a financial planning practice that prioritizes personalized attention, ensuring each advisor works with a limited number of clients. Our partnership with Charles Schwab ensures ease of service for every client, with dedicated personnel and cutting-edge technology. By collaborating with top investment firms, we provide unique portfolio solutions tailored to each client's needs in a challenging financial environment. Our fiduciary services include investment management, income generation, and comprehensive planning. Role Description
This is a great opportunity to join a lean, high-impact environment where you\'ll work directly with the firm’s founders and serve as a key partner to the Sr. Portfolio Managers in all aspects of the investment process, including the design, execution, and ongoing management of client portfolios in alignment with the firm’s investment policies and client-specific objectives. The Portfolio Associate/Investment Associate will gain visibility across portfolio operations and investment support functions across the firm. This is a full-time on-site role located in Syosset, NY, with the potential for hybrid arrangements. The day-to-day tasks include assisting in portfolio management, conducting investment research, executing trading strategies, and performing financial analysis. Qualifications
Bachelor\'s degree in Business, Finance, Economics, Accounting, or a quantitative field is preferred 3+ years of investment/portfolio management or trading/analysis experience, including mutual fund/ETF/stocks/bonds in a wealth management or asset management environment Strong understanding of Finance and market dynamics Proficiency in Trading and related financial instruments Strong Excel skills and familiarity with the Microsoft Office suite Experience with systems such as Orion, Eclipse, Y-Charts, Charles Schwab Advisor Center is helpful as is knowledge of FactSet, Bloomberg, Thomson Reuters Eikon, or Morningstar Direct Excellent communication and teamwork skills Demonstrated attention to detail and portfolio monitoring High level of professional maturity, independence, and accountability Strong desire for a long-term career in wealth management Progress toward or completion of the CFA designation desirable Compensation
Along with base compensation, this role is eligible for an annual discretionary bonus. A comprehensive benefits package can also be discussed. We expect the base salary for this position to range between $90k - $100k, depending on level of relevant experience, plus discretionary bonus. If you are interested in learning more about this position, please email your resume to Jason Kass at jason@legacyedge.com Legacy Edge Advisors
is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Opportunity Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales How to apply: Referrals increase your chances of interviewing at Legacy Edge Advisors by 2x. Get notified about new Portfolio Associate jobs in Syosset, NY.
#J-18808-Ljbffr
Legacy Edge Advisors, a Registered Investment Advisor managing over $1 billion in assets, is looking to add a Portfolio Associate/Investment Associate to their team in Syosset, NY. Legacy Edge Advisors is a financial planning practice that prioritizes personalized attention, ensuring each advisor works with a limited number of clients. Our partnership with Charles Schwab ensures ease of service for every client, with dedicated personnel and cutting-edge technology. By collaborating with top investment firms, we provide unique portfolio solutions tailored to each client's needs in a challenging financial environment. Our fiduciary services include investment management, income generation, and comprehensive planning. Company Description Legacy Edge Advisors, a Registered Investment Advisor managing over $1 billion in assets, is looking to add a Portfolio Associate/Investment Associate to their team in Syosset, NY. Legacy Edge Advisors is a financial planning practice that prioritizes personalized attention, ensuring each advisor works with a limited number of clients. Our partnership with Charles Schwab ensures ease of service for every client, with dedicated personnel and cutting-edge technology. By collaborating with top investment firms, we provide unique portfolio solutions tailored to each client's needs in a challenging financial environment. Our fiduciary services include investment management, income generation, and comprehensive planning. Role Description
This is a great opportunity to join a lean, high-impact environment where you\'ll work directly with the firm’s founders and serve as a key partner to the Sr. Portfolio Managers in all aspects of the investment process, including the design, execution, and ongoing management of client portfolios in alignment with the firm’s investment policies and client-specific objectives. The Portfolio Associate/Investment Associate will gain visibility across portfolio operations and investment support functions across the firm. This is a full-time on-site role located in Syosset, NY, with the potential for hybrid arrangements. The day-to-day tasks include assisting in portfolio management, conducting investment research, executing trading strategies, and performing financial analysis. Qualifications
Bachelor\'s degree in Business, Finance, Economics, Accounting, or a quantitative field is preferred 3+ years of investment/portfolio management or trading/analysis experience, including mutual fund/ETF/stocks/bonds in a wealth management or asset management environment Strong understanding of Finance and market dynamics Proficiency in Trading and related financial instruments Strong Excel skills and familiarity with the Microsoft Office suite Experience with systems such as Orion, Eclipse, Y-Charts, Charles Schwab Advisor Center is helpful as is knowledge of FactSet, Bloomberg, Thomson Reuters Eikon, or Morningstar Direct Excellent communication and teamwork skills Demonstrated attention to detail and portfolio monitoring High level of professional maturity, independence, and accountability Strong desire for a long-term career in wealth management Progress toward or completion of the CFA designation desirable Compensation
Along with base compensation, this role is eligible for an annual discretionary bonus. A comprehensive benefits package can also be discussed. We expect the base salary for this position to range between $90k - $100k, depending on level of relevant experience, plus discretionary bonus. If you are interested in learning more about this position, please email your resume to Jason Kass at jason@legacyedge.com Legacy Edge Advisors
is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Opportunity Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales How to apply: Referrals increase your chances of interviewing at Legacy Edge Advisors by 2x. Get notified about new Portfolio Associate jobs in Syosset, NY.
#J-18808-Ljbffr