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Investment Associate

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing an Investment Associate, CFA at a 15B+ AUM RIA in NYC. Details below:

  • Leads full manager search process, from screening and due diligence to presenting recommendations to the Investment Committee
  • Client facing and personable in addition to strong analytic and technical capabilities
  • Co-managed ~$160M for 40 HNW clients, executing trades, allocations, and financial planning strategies.
  • Exploring compensation in the 225k-250k range

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