Atlantic Group
This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $155,000.00/yr
Seeking a driven
Senior Investment Associate
to support portfolio management, research, and investment strategy. This role works closely with senior professionals to analyze markets, evaluate opportunities, and help implement the firm’s investment approach.
Responsibilities
Conduct research and analysis across asset classes and investment strategies.
Support portfolio management, asset allocation, and rebalancing activities.
Assist with due diligence on new investments and monitor existing portfolios.
Prepare investment materials and performance reports for internal and client use.
Provide insights on portfolio performance, risk, and optimization.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or advanced degree preferred.
4+ years of relevant investment or asset management experience.
Strong analytical, financial modeling, and communication skills.
Proficiency in Excel and investment research tools.
Detail-oriented and able to manage multiple priorities in a fast-paced environment.
Benefits
Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Referrals increase your chances of interviewing at Atlantic Group by 2x
#J-18808-Ljbffr
Base pay range $100,000.00/yr - $155,000.00/yr
Seeking a driven
Senior Investment Associate
to support portfolio management, research, and investment strategy. This role works closely with senior professionals to analyze markets, evaluate opportunities, and help implement the firm’s investment approach.
Responsibilities
Conduct research and analysis across asset classes and investment strategies.
Support portfolio management, asset allocation, and rebalancing activities.
Assist with due diligence on new investments and monitor existing portfolios.
Prepare investment materials and performance reports for internal and client use.
Provide insights on portfolio performance, risk, and optimization.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or advanced degree preferred.
4+ years of relevant investment or asset management experience.
Strong analytical, financial modeling, and communication skills.
Proficiency in Excel and investment research tools.
Detail-oriented and able to manage multiple priorities in a fast-paced environment.
Benefits
Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Referrals increase your chances of interviewing at Atlantic Group by 2x
#J-18808-Ljbffr