Investment Analyst

Investment Analyst

Fee-Based Investment Advisory Firm
July 8, 2020
White Plains, NY, United States


Investment Analyst

White Plains, New York

Fee-Based Investment Advisory Firm


Well established boutique RIA offering Multi-Family Office services seeks an Investment Analyst to work closely with the Founding Partners to place trade orders, perform the day to day and quarterly rebalancing of portfolios and assist with investment research for high net worth clientele.



  • Holistic approach to wealth and investment management in an open architecture environment serving HNW and UHNW families
  • The Investment Research Associate is ideal for an investment professional seeking a role with an Independent Fee-Based RIA, serving as a true fiduciary working towards clients’ best interests
  • The Firm fosters a collaborative culture and utilizes multiple systems and resources inclusive of FactSet, Bloomberg, Morningstar, Preqin, Tamarac and eMoney to develop and manage client portfolios.
  • Competitive base salary with profit and performance based bonuses and excellent benefits
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