We are seeking a Financial Analyst to join our Personal Wealth team, providing relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades.
Requirements
- Bachelor’s degree from an accredited institution
- Proven ability to excel in a fast-paced, high-pressure environment
- Strong, demonstrable interest in the financial markets
- Sound investment sense and commercial instinct to identify opportunities and navigate complexities
- Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses
Benefits
- Competitive salary and benefits
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Diverse and inclusive workplace
- Opportunities for career advancement
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