NextPath Workforce Solutions is currently seeking a Financial Analyst to join our client’s team in Locust Valley, NY. This is a oniste, contract position.
SALARY: $38-$42 per hour (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• Bachelor’s Degree in a related field with at least 2 years of experience in financial services, focusing on market research and analysis
• 5+ years of experience in the financial industry, emphasizing market research and analysis
• Series 7 certification required
• Series 63, 65, and/or 66 as per state requirements
• Outgoing personality
RESPONSIBILITIES:
• Manage relationships with existing clients
• Prepare presentations and portfolio analyses for high-net-worth and institutional clients
• Coordinate data collection for client responses from Financial Advisors
• Create investment snapshots and fund reports for client inquiries
• Lead client meetings to clarify goals and tolerances
• Develop and present tailored investment strategies
• Use analytical tools for research on investment products
• Assist in preparing industry and company research reports
• Develop financial models for revenue and income forecasts
• Support the creation of investment strategy white papers
• Generate periodic investment analysis and peer comparison reports
• Interface effectively with all levels of staff to manage portfolios
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If the position above doesn’t seem to fit, we have a variety of roles that could be a better match. Feel free to reach out by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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