Series 65/66 Licensed Investment Analyst
Company: VirtualVocations
Location: Hartford
Posted on: March 22, 2025
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Job Description:
A company is looking for an Investment Analyst to join their
Investment Team and contribute to research and portfolio
management.
Key Responsibilities
Conduct investment research and formulate recommendations based on
qualitative and quantitative analysis
Perform ongoing monitoring and due diligence of investment
strategies and document risk assessments
Assist in the portfolio management process, including data
preparation and implementation of model portfolio changes
Required Qualifications
Bachelor's degree or equivalent relevant industry experience of 4+
years
Minimum of 2+ years of professional experience in investment
management or related field
Series 65/66 and Series 7 licenses, or willingness to obtain within
12 months
Strong aptitude for working collaboratively in a team
environment
Ability to manage multiple tasks/projects simultaneously and meet
deadlines
Keywords: VirtualVocations, Hartford , Series 65/66 Licensed Investment Analyst, Professions , Hartford, Connecticut
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