Investment Analyst

Investment Analyst:

We are seeking a proactive, detail-oriented Analyst to support our Investment Team and help deliver an exceptional client experience. This role plays a key part in maintaining operational excellence, supporting investment and trading activities, and ensuring the accuracy and efficiency of firmwide processes. The ideal candidate is organized, analytical, technology-focused, and committed to contributing to the continued growth and success of the firm.

Location

NYC, Hackensack and Short Hills, NJ

Responsibilities

Investment Operations & Trading Support

• Assist the Investment Team with day-to-day operational and investment-related activities.
• Serve as a backup resource for trading functions and provide ongoing support to the Investment Team.
• Prepare, review, and distribute recurring investment-related reports.
• Analyze and research current and prospective investments for potential inclusion in the firm’s investment models.
• Implement trades and account maintenance updates based on information identified through internal reporting and review processes.
• Monitor and validate firmwide data across platforms to ensure accuracy, completeness, and consistency.

Process Improvement & Operational Excellence

• Identify opportunities to improve internal workflows, reporting, and operational efficiencies as the firm continues to grow.
• Assist with maintaining organized electronic records and supporting operational best practices across the organization.

Administrative Support

• Provide general administrative support, including telephone coverage, electronic file management, calendar coordination, and other administrative responsibilities as needed.
• Attend company meetings, events, and functions to support firm initiatives and team collaboration.

Requirements

• Bachelor’s degree.
• Series 65 license, or willingness to obtain within six months of employment.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills.
• Proficiency with technology platforms and a willingness to learn new systems.
• Commitment to delivering outstanding client service and supporting team success.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical Setting

* Office

Education

* Bachelor's (Preferred)

Work Location: Hybrid remote in Hackensack, NJ 07601