USA Jobs
Investment Analyst
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success : Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm's clients, including designing and implementing the investment process. This opportunity will be a hybrid model based out of one of the following offices : Iselin, New Jersey, Minneapolis, Minnesota, Owings Mills, MD, or Raleigh, N.C. office.
What It Means to Work for Prosperity :
You will have the flexibility to manage your days in support of our commitment to work / life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will Be Responsible For :
Equity, fixed income, ETFs, and mutual fund trading
Participate in portfolio construction, rebalancing, and management
Analyze, monitor, and review the firm's book of business, client portfolios and trading models
Strong focus on utilizing trading and financial analysis software
Assist in client support and administration
Provide research and project support to the investment committee
Basic Qualifications :
Bachelor's degree in Finance, Economics, Accounting, Business, or closely related field
3+ years of experience in financial services
Preferred / Desired Qualifications :
Series 7 or 65 license preferred
Familiarity with trading technologies, order management systems and rebalancing software a plus
Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar
A passion for financial markets
Detail-oriented with strong organizational skills
Strong communication skills
Desire to work collaboratively in support of team objectives
Willing to work in a detail-oriented and deadline-driven environment
Ability to handle multiple projects simultaneously
Strong work ethic, positive attitude, and professional demeanor
Ability to learn quickly and work independently
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. For Minnesota, the expected salary range for this position is between $75,000 and $90,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
About EisnerAmper : EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
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Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success : Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm's clients, including designing and implementing the investment process. This opportunity will be a hybrid model based out of one of the following offices : Iselin, New Jersey, Minneapolis, Minnesota, Owings Mills, MD, or Raleigh, N.C. office.
What It Means to Work for Prosperity :
You will have the flexibility to manage your days in support of our commitment to work / life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will Be Responsible For :
Equity, fixed income, ETFs, and mutual fund trading
Participate in portfolio construction, rebalancing, and management
Analyze, monitor, and review the firm's book of business, client portfolios and trading models
Strong focus on utilizing trading and financial analysis software
Assist in client support and administration
Provide research and project support to the investment committee
Basic Qualifications :
Bachelor's degree in Finance, Economics, Accounting, Business, or closely related field
3+ years of experience in financial services
Preferred / Desired Qualifications :
Series 7 or 65 license preferred
Familiarity with trading technologies, order management systems and rebalancing software a plus
Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar
A passion for financial markets
Detail-oriented with strong organizational skills
Strong communication skills
Desire to work collaboratively in support of team objectives
Willing to work in a detail-oriented and deadline-driven environment
Ability to handle multiple projects simultaneously
Strong work ethic, positive attitude, and professional demeanor
Ability to learn quickly and work independently
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. For Minnesota, the expected salary range for this position is between $75,000 and $90,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
About EisnerAmper : EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
#J-18808-Ljbffr