Job Overview
We are seeking a detail-oriented and analytical Investment Analyst to join our team. This role is responsible for supporting portfolio trading activities, performing investment due diligence and managing critical financial databases. The ideal candidate will have strong technical skills, an understanding of financial markets, and a keen eye for operational efficiencies.
The Investment Analyst will work closely with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and database management operations.
It is the expectation that this associate be an embodiment of the firm’s Core Values: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful .
Responsibilities:
Portfolio Trading Support
Investment Analysis and Due Diligence
Database Management
Other Duties as Assigned
Qualifications:
· Minimum of two (2) years in wealth management or a related field
· Progress toward the CFP or CFA designation preferred
Job Type: Full-Time
Salary: From $75,000
Reports To: Chief Investment Officer
Work Location: Sewickley, PA or Pittsburgh, PA
Benefits:
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