Talent.com
Investment Analyst
Investment AnalystUSA Jobs • Iselin, NJ, US
Investment Analyst

Investment Analyst

USA Jobs • Iselin, NJ, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Investment Analyst

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 or any 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.

    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.

    [job_alerts.create_a_job]

    Investment Analyst • Iselin, NJ, US

    [internal_linking.similar_jobs]
    Senior Private Equity Associate, Tech & Growth Investing

    Senior Private Equity Associate, Tech & Growth Investing

    Egis Capital Partners • Summit, NJ, United States
    [job_card.full_time]
    A private equity firm is seeking a mid-senior level investor professional to assist in private equity investing.The role involves analyzing investment opportunities, conducting market research, and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Systems Analyst

    Business Systems Analyst

    Spectraforce Technologies • Newark, NJ, United States
    [job_card.full_time]
    Job Title : Business Systems Analyst - Fixed Income / Investment Management Solutions.Location : Newark, NJ (Hybrid - 3 days / week). We are seeking a highly motivated and experienced candidate to join ou...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Sayreville, New Jersey
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Operations Associate

    Investment Operations Associate

    Claire Myers Consulting • Summit, NJ, US
    [job_card.full_time]
    Summit NJ, NYC NY, Chicago IL (Hybrid schedule).Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors.They are seek...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Credit / Collection Analyst - Piscataway, NJ

    Credit / Collection Analyst - Piscataway, NJ

    Foley, Inc. • Piscataway, NJ, United States
    [job_card.full_time]
    Contact customers on past due receivables.Maintain the follow-up dates in a current manner.Approving parts / service & rentals up to the assigned credit limit. Negotiating approvals and payments.Maint...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst, Field Support

    Analyst, Field Support

    Altice USA • Piscataway, NJ, United States
    [job_card.full_time]
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Sr Operational Insights Analyst (Hybrid)

    Sr Operational Insights Analyst (Hybrid)

    Selective Insurance • Millburn, NJ, United States
    [job_card.full_time]
    At Selective, we don't just insure uniquely, we employ uniqueness.Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Analyst

    Investment Analyst

    EisnerAmper • Iselin, NJ, United States
    [job_card.full_time]
    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 ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Reporting and Insights- global leader in private markets and alternative investments

    Reporting and Insights- global leader in private markets and alternative investments

    Saragossa • Berkeley Heights, NJ, US
    [job_card.full_time]
    Join a highly respected global investment organization that is building the next generation of people analytics.The team is focused on creating modern data driven systems that support a world class...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Board Certified Behavioral Analyst - School (BCBA) in Barnegat, NJ

    Travel Board Certified Behavioral Analyst - School (BCBA) in Barnegat, NJ

    AlliedTravelCareers • Paterson, New Jersey, US
    [job_card.full_time]
    AlliedTravelCareers is working with Aequor to find a qualified BCBA - School in Barnegat, New Jersey, 08005!.Board Certified Behavior Analyst (BCBA). With Aequor, you can enjoy the freedom to advanc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Analyst

    Business Analyst

    bizjobz LLC • Piscataway, NJ, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Client is a rapidly growing fragrance subscription service.Their continued growth has led them to seek an experienced Business Analyst to optimize their operations systems, streamline integrations,...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Strategic Accounts Analyst

    Strategic Accounts Analyst

    UnitedHealth Group • East Brunswick, NJ, United States
    [job_card.full_time]
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts on the lives of millions of peop...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Workday Integrations Analyst

    Workday Integrations Analyst

    Cloudera • Newark, NJ, United States
    [job_card.full_time]
    At Cloudera, we empower people to transform complex data into clear and actionable insights.With as much data under management as the hyperscalers, we're the preferred data partner for the top comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Business Analyst ( Hedge funds / Private Market )

    Senior Business Analyst ( Hedge funds / Private Market )

    LTI Mindtree • Edison, NJ, US
    [job_card.full_time]
    About Us : LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize gr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Hedge Fund Investment Analyst

    Hedge Fund Investment Analyst

    Callan • Summit, NJ, United States
    [job_card.full_time]
    Get AI-powered advice on this job and more exclusive features.As a hedge fund investment analyst in Callan’s Alternatives Consulting group, you will contribute to the investment capabilities of the...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Director, Finance Lead Biologics Manufacturing

    Sr. Director, Finance Lead Biologics Manufacturing

    Zoetis, Inc • Parsippany, NJ, United States
    [job_card.full_time]
    Reporting to the Head of Finance, Global Manufacturing & Supply, the Sr.Director, Finance Lead Biologics Manufacturing will be responsible for the Platform Finance organization, including oversight...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SEC Compliance Data Analyst with Form PF experience

    SEC Compliance Data Analyst with Form PF experience

    HTC Global Services Inc • Iselin, NJ, US
    [job_card.full_time]
    Come build new things with us and advance your career.At HTC Global you'll collaborate with experts.You'll join successful teams contributing to our clients' success. You'll work side by side with o...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Board Certified Behavioral Analyst - School (BCBA) in Piscataway, NJ

    Travel Board Certified Behavioral Analyst - School (BCBA) in Piscataway, NJ

    AlliedTravelCareers • Paterson, New Jersey, US
    [job_card.full_time]
    AlliedTravelCareers is working with Aequor to find a qualified BCBA - School in Piscataway, New Jersey, 08854!.Board Certified Behavior Analyst (BCBA). Location : Local Public Library.Description : Pi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]