Investment Strategy Associate
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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About the role
- Assist with model implementation for complex scenarios
- Review and formulate solutions for complicated trading situations
- Gather and proactively provide product feedback to improve our technology
- Provide strategic guidance on investment selection with support from senior team members
- Identify areas for improvement within our processes and solution the change
- Support advisors in utilization of the Farther tools such as proposals and trading features
- Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes
Requirements
- CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent
- Bachelor's degree in Finance, Economics, Business, or related field
- 3-5 years of experience in trading or directly with investments; 5-7 years of experience overall
- Strong analytical and quantitative skills
- Excellent attention to detail and organizational abilities
- Outstanding written and verbal communication skills
- Ability to manage multiple projects while maintaining accuracy and meeting deadlines
- Team player mentality with a client-first approach
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
model implementationtrading solutionsinvestment selectionanalytical skillsquantitative skills
Soft Skills
attention to detailorganizational abilitieswritten communicationverbal communicationproject managementteam playerclient-first approach
Certifications
CFABachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in Business