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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
investment portfolio analysisbalance sheet creationallocation reportsperformance reportscash flow analysisMonte Carlo simulationsdata inputclient proposalsfinancial modelingspreadsheets
Soft Skills
client servicecommunicationpresentation skillsanalytical thinkingattention to detailorganizational skillsproblem-solvinginterpersonal skillstime managementcollaboration
Certifications & Qualifications
Bachelor's degreeCPACFPMBASeries 65Series 7Series 66
Industry Keywords
financeaccountingeconomicsinvestment managementportfolio managementfinancial planningclient relationship managementregulatory complianceperformance measurementrisk assessment
About the role
Key responsibilities & impact- Review, model, analyze, and rebalance investment portfolios.
- Develop an understanding of investments, markets, and planning.
- Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
- Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
- Create and deliver prospective client proposals and inventories.
- Become an expert in one of the core disciplines/tools (technology, concept, etc.).
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics or similar field required.
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.).
- Demonstrated related experience may substitute for preferred education.
- Minimum of 3 years of experience in similar role required.
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities