Investment Analyst

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success : Investment, Retirement, Estate, Tax, Business, and Insurance.

Prosperity- An EisnerAmper Company is seeking an Investment Analyst, that is an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm's clients, including designing and implementing the investment process.

This opportunity will be a hybrid model based out of one of the following offices : Iselin, New Jersey, Owings Mills, MD, or Raleigh, N.C. office.

What it Means to Work for Prosperity :

You will have the flexibility to manage your days in support of our commitment to work / life balance

You will join a culture that has received multiple top "Places to Work" awards

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

We understand that embracing our differences is what unites us as a team and strengthens our foundation

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For :

Equity, fixed income, ETFs, and mutual fund trading.

Participate in portfolio construction, rebalancing, and management.

Analyze, monitor, and review the firm's book of business, client portfolios and trading models.

Strong focus on utilizing trading and financial analysis software.

Assist in client support and administration.

Provide research and project support to the investment committee.

Basic Qualifications :

Bachelor's degree in Finance, Economics, Accounting, Business, or closely related field

3+ years of experience in financial services

Preferred / Desired Qualifications :

Series 7 or 65 license preferred.

Familiarity with trading technologies, order management systems and rebalancing software a plus.

Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar

A passion for financial markets

Detail-oriented with strong organizational skills.

Strong communication skills.

Desire to work collaboratively in support of team objectives.

Willing to work in a detail-oriented and deadline-driven environment.

Ability to handle multiple projects simultaneously.

Strong work ethic, positive attitude, and professional demeanor.

Ability to learn quickly and work independently.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.

For Minnesota, the expected salary range for this position is between $75,000 and $90,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

About EisnerAmper :

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email :

#LI-JR1

Preferred Location : Iselin