DCSIMG

Job Details

Position Information

Title  Investment Analyst
Salary  60,000-80,000
Description  Leading New Jersey independent fee-only wealth management firm seeking a major contributor for an Investment Analyst position on

our growing team. The ideal candidate will be passionate about investments, financial markets, economics, and comfortable

generating new ideas to help clients achieve their goals. Daily you would be expected to execute a quantitative large cap stock

strategy, monitor and recommend the rebalancing of multi-asset class portfolios, review investment portfolios of prospective

clients, and participate in firm wide projects pertaining to investment management. Periodic trading of individual bonds may

also be required.







Other challenges include, participating on the firm’s Investment Committee, researching fund managers, evaluating potential

investment opportunities clients’ encounter, and other areas as necessary. Interacting with Wealth Advisors by responding to

questions/concerns and participating in client meetings and overall supporting and strengthening the firm’s investment management

expertise.







Requirements:







Bachelor’s degree required, advanced degree a plus



Proven passion for the investment management profession



3 – 5 years of experience in investments or trading



Professional designations such as a CFA, CIMA, or CFP® certification a plus



Application 
Deadline 
06/30/2015
Preferred 
Application 
Method 
Email

Hiring Organization

Name  New Planner Recruiting, LLC
Description  Our firm specializes in placing students (undergraduate/graduate/career changer) enrolled in CFP Board registered programs,

candidates for CFP® certification, and CFP® practitioners for professional positions (usually 0-5 years experience) that will

develop into the lead client planner role within financial planning firms nationwide. Our mission is to help financial planning

business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that

quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing

mutual success for the business owner and new planner.
Industry  Finance / Banking Financial Services and Planning
Web site 
Address 
http://newplannerrecruiting.com

Hiring Contact Information

Name  Mr. Adam Ley
Title  Recruiter
Email 
Address 
aley@newplannerrecruiting.com
Mailing 
Address 
1860 Barnett Shoals Drive
Suite 103 PMB 445
Athens GA 30605
Phone 
Number 
1-888-666-1021
Fax 
Number 
1-888-666-1022
Alumni?  No

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