Equity Research Analyst

Preferred Location:
Open to Relocation:

An Equity Research Analyst at a 2B+ AUM wealth management focused RIA is exploring opportunities due to M&A activity that has negatively impacted the culture.  Details below:

  • CFA with 10+ years of experience, 9 of them at his current RIA
  • Client-facing with excellent interpersonal skills
  • Proficient using Bloomberg, Factset, and the Microsoft Office Suite\
  • Exploring opportunities in the 250k area

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