05 Apr Senior Investment Analyst
Senior Investment Analyst
Ultra High Net Worth Investment Management Firm
Well established Ultra High Net Worth Advisory Firm seeks a Senior Investment Analyst to become an integral member of the Investment Management team. Support Advisors in constructing portfolios and implementing investment strategies. Perform due diligence and manager research and assist with trading and rebalancing of portfolios. Extensive client contact.
- The Firm has a track record of developing and promoting talent; excellent opportunity for advancement.
- Strong culture of independent thought, pro-activity and quality of life
- Competitive base salary with profit and performance based bonuses, excellent benefits, and a long term path towards equity ownership
- 3+ years manager research or asset allocation experience required
- CFP or CFA required
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation