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Essential Duties and Responsibilities

+ Collects fundamental research on related companies as requested by Financial Advisors.

+ Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.

+ Assists in preparation of written industry and company specific reports

+ Assists in development of financial models for revenue and income forecasts.

+ Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.

+ Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.

+ May participate in client meetings to identify client goals and tolerances.

+ Assists with developing individualized client investment strategy for Financial Advisor.

+ Responds to inquiries from Financial Advisors to research and resolve issues.

+ Prepares customized written industry and company specific reports upon request to Financial Advisor.

+ Assists in development of financial models to forecast team revenue and income.

+ Assists with preparation of scheduled and ad hoc performance reports.

+ Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.

+ Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.

+ Interfaces effectively with all levels of staff in managing portfolios.

+ Completes ad hoc projects and reports as assigned.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Software necessary for portfolio analysis.

+ Investment concepts, practices and procedures used in the industry.

+ Principles of estate planning, trusts and securities industry operations.

+ Financial markets and products.

+ Effectively managing client relationships.

+ Strategic planning as part of client retention focus.

+ Gathering and compiling information and data.

+ Preparing and delivering written and oral presentations.

+ Operating standard office equipment and using required software applications.

+ Complete job duties independently, with little supervision.

+ Partner with other functional areas to accomplish objectives.

+ Communicate effectively, both orally and in writing.

+ Provide a high level of service.

+ Establish and maintain effective working relationships at all organizational levels.

+ Participate in professional organizations and activities.

+ Maintain currency in industry services and products.

+ Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Skill in

+ Effectively managing client relationships.

+ Strategic planning as part of client retention focus.

+ Gathering and compiling information and data.

+ Preparing and delivering written and oral presentations.

+ Operating standard office equipment and using required software applications.

+ Complete job duties independently, with little supervision.

+ Partner with other functional areas to accomplish objectives.

+ Communicate effectively, both orally and in writing.

+ Provide a high level of service.

+ Establish and maintain effective working relationships at all organizational levels.

+ Participate in professional organizations and activities.

+ Maintain currency in industry services and products.

+ Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Ability to

+ Complete job duties independently, with little supervision.

+ Partner with other functional areas to accomplish objectives.

+ Communicate effectively, both orally and in writing.

+ Provide a high level of service.

+ Establish and maintain effective working relationships at all organizational levels.

+ Participate in professional organizations and activities.

+ Maintain currency in industry services and products.

+ Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Education/Previous Experience

+ Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ Series 7 required.

+ Series 63, 65 and/or 66 as required by state.

+ Additional licenses or designations may be required as needed.

*This associate will be eligible for an annual discretionary bonus and monthly performance payout.*