Investment Advisor jobs in the United States

Investment Analyst (IAS - Patel - Glastonbury, CT)
  • 958 - 958-CG Investment Advisor
  • Glastonbury, CT FULL_TIME
  • General Description: 

    The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.


    ·        Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.

    ·        Look back at previous investment decisions and the thought process of making the investment decision. Maintain database to track most often used mutual funds.

    ·        Liaise with fund managers and network with industry professionals.

    ·        Monitor financial press and keep a track of market trends, opportunities, risks and new investment products

    ·        Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios for Investment Review Reports.

    ·        Maintain consumer price index graph.

    ·        Maintain data for fund background information, sector weightings, equity style of mutual funds, risk and return categories, rates of return for year-to-date, 1 year, 3 year, and 5 years.

    ·        Monitor investment performance, risk levels, and investment objective changes.

    ·        Set-up and maintain filing system for Direct Solutions’ mutual fund families :

    o   dollar amount of assets under management

    o   description of fund families strengths and weaknesses

    o   dollar amount of assets sold by USI Consulting

    o   contact personnel for various data needs and corporate location

    ·        Prepare reports for client meetings.

    ·        Maintain and Update Power Point Presentations.

    ·        Generate Morningstar Reports.

    ·        Maintain data base for money market and stable value rates of return.

    ·        Assist with development of templates for investment letters for sales staff.

    Knowledge, Skills and Abilities:

    ·        3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.

    ·        Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting.

    ·        Strong computer skills. Especially proficient with Excel, Morningstar, and database management.

    ·        Familiar with other industry software programs for monitoring funds.

    ·        Good knowledge of retirement and pension programs and their funding.

    ·        Financial expertise and business sense from both USI’s and client’s perspective.

    • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
    • Ability to stay organized and focused in a busy environment.
    • Effective communication skills with clients and co-workers, both verbal and written.
    • Personable and credible.

    ·        Demonstrates cooperation and collaboration in a team setting

  • 5 Days Ago

Investment Analyst
  • Advisor Partners
  • Walnut Creek, CA FULL_TIME
  • Company Profile:Advisor Partners, LLC (AP), is an SEC-registered investment advisory firm (RIA) established in 2001 that provides a broad range of sophisticated financial investment solutions and turn...
  • 19 Days Ago

Investment Advisor
  • Cetera Investment Services LLC
  • Beecher, IL FULL_TIME
  • FIRST COMMUNITY BANK AND TRUSTPosition Title: Investment Advisor About the Company Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department i...
  • 27 Days Ago

Investment Operations
  • Kestra Financial Independent Advisor
  • Columbia, MD FULL_TIME
  • The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilitie...
  • 4 Days Ago

Investment Services Client Representative
  • Kestra Financial Independent Advisor
  • Deerfield, IL FULL_TIME
  • Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing client...
  • 4 Days Ago

Senior Investment Sales Advisor
  • Sands Investment Group
  • Mount Pleasant, SC FULL_TIME
  • DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic a...
  • 1 Day Ago

Client Services Representative
  • Alexandria, VA
  • Client Services Representative General Overview McLaughlin Ryder Investments, Inc. (MRI) is a well-established and reput...
  • 6/22/2024 12:00:00 AM

Financial Advisor
  • Equitable Advisors
  • Columbia, MD
  • Why Equitable Advisors? Equitable Advisors is a leader in helping individuals and businesses address their financial goa...
  • 6/21/2024 12:00:00 AM

Wealth Relationship Manager
  • Obsidian Business Planning Solutions
  • Rockville, MD
  • Obsidian Planning Solutions, a financial planning firm located in Rockville, MD, is hiring a Senior Relationship Manager...
  • 6/21/2024 12:00:00 AM

Administrative Assistant - Real Estate Debt Group
  • Ullico Inc.
  • Silver Spring, MD
  • Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting an Ad...
  • 6/20/2024 12:00:00 AM

Sales Executive
  • Telemet America, Inc.
  • Alexandria, VA
  • POSITION OVERVIEW UNLIMITED UPSIDE: Here is an exciting opportunity in business to business sales, with unlimited upside...
  • 6/19/2024 12:00:00 AM

Clean Energy Investment Advisor
  • RER Solutions, Inc.
  • Washington, DC
  • Job Type Full-time Description Do you want to work for a company that cares about you as a person, not just a number? Fo...
  • 6/18/2024 12:00:00 AM

Advisor Success Associate
  • National Financial Partners Corp.
  • Potomac, MD
  • Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in ...
  • 6/18/2024 12:00:00 AM

Wealth Management Associate
  • Equitable Advisors
  • Columbia, MD
  • Why Equitable Advisors? Equitable Advisors, a provider of investment and insurance strategies, can help people define an...
  • 6/18/2024 12:00:00 AM

Income Estimation for Investment Advisor jobs
$83,059 to $123,140