Junior Investment Analyst | New York, New York

Reference Number: MHH7083
Location: New York, New York

Judson Group has partnered with a comprehensive multi-family office in the search for a Junior Investment Analyst. This individual will be responsible for trading and other research and investment management of client portfolios. The ideal candidate will have experience with investment strategy, research, and implementation.

Responsibilities:

  • Run portfolio reports and evaluate client portfolio performance results
  • Participate in investment research, due diligence, risk management, and portfolio monitoring
  • Develop investment and asset allocation models
  • Perform periodic trading responsibilities
  • Participate in investment committee meetings and client investment presentations
  • Provide support for quarterly reports, newsletters, and presentation material

Requirements:

  • Bachelor’s Degree
  • Series 65 preferred
  • 2+ years of experience in investment/asset management
  • Experience with research tools, Microsoft products, and Black Diamond
  • Strong working knowledge of investment concepts such as asset allocation and investment manager selection
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation:
Competitive compensation and benefits package

Location:
New York, New York

Reference Number: MHH7083

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