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Investment Research - $3 billion Firm in Westchester

Coda Search│Staffing
Stamford, CT, United States
Full-time

Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Management Associate to their growing team.

The role itself will be a mix of quantitative research work to assist in portfolio construction, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.

Requirements & Responsibilities :

  • 3-5 years of investment management experience / quantitative research work
  • Strong interpersonal skills in interacting with various internal and external constituencies.
  • BA / BS degree
  • Series 7 and 66
  • Strong Excel
  • 21 days ago
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