Prosperity - An EisnerAmper Company · 3 hours ago
Investment Analyst
Owings Mills, MD
Full-time
Hybrid
Mid Level
$75K/yr - $90K/yr
3+ years expProsperity, an EisnerAmper Company, is a leading wealth management firm focused on providing objective financial planning and investment advice. The Investment Analyst will be responsible for managing investment solutions for clients, including trading and portfolio management.
FinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Equity, fixed income, ETFs, and mutual fund trading
Participate in portfolio construction, rebalancing, and management
Analyze, monitor, and review the firm’s book of business, client portfolios and trading models
Strong focus on utilizing trading and financial analysis software
Assist in client support and administration
Provide research and project support to the investment committee
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Business, or closely related field
3+ years of experience in financial services
Preferred
Series 7 or 65 license preferred
Familiarity with trading technologies, order management systems and rebalancing software a plus
Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar
A passion for financial markets
Detail-oriented with strong organizational skills
Strong communication skills
Desire to work collaboratively in support of team objectives
Willing to work in a detail-oriented and deadline-driven environment
Ability to handle multiple projects simultaneously
Strong work ethic, positive attitude, and professional demeanor
Ability to learn quickly and work independently
Company
Prosperity - An EisnerAmper Company
Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Cassity Wingenbach
Chief Operating Officer
Donna Gestl
Chief Operating Officer
Company data provided by crunchbase