Investment Analyst

Lead-Advisor • Full-time • Raleigh, North Carolina, United States • $65k - $80k / year • 4h ago

Responsibilities

Qualifications

Bachelor’s degree in Finance, Economics or related field
1-3 years of direct experience in asset management, preferably working in investment-related functions
FINRA SIE, Series 7, and 63 licensed or able to obtain within first 180 days

Required Skills

Strong knowledge of traditional and non-traditional asset classes
Excellent client presentation and analytical skills
Experience with Pershing platform, Envestnet (EV2) and/or NetX360 technology a plus
Strong understanding of investment strategies, financial planning, and trade execution

Preferred Skills

Collaborative and detail-oriented with strong follow-through
High adaptability and openness to learning new investment systems and tools
Analytical mindset with the ability to assess market trends and risk management strategies

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