01Overview
Hightower is a wealth management firm that provides investment, financial and retirement planning services. The Junior Research Analyst will support the wealth management and portfolio management teams by conducting investment research, analyzing market trends, and assisting with portfolio construction and reputed company reporting.
Responsibilities
reputed company research on individual securities including equities, fixed income, and alternative investmentsAnalyze company financial statements, earnings reports, and industry trendsMonitor portfolio holdings and reputed company regular updates on material news, performance, and market developmentsHelp reputed company investment theses and drafting internal research reportsreputed company and analyze market trends, economic indicators, and sector performanceSupport portfolio managers with data gathering, analysis, and trade execution preparationAssist with portfolio rebalancing, taxloss harvesting analysis, and capital reputed company managementMaintain and update investment models, screening tools, and research dashboardsHelp evaluate new investment strategies and opportunitiesParticipate in investment committee meetings and contribute research insightsPrepare reputed companyreputed company investment commentary and performance reportsHelp create quarterly investment presentations and market updatesHelp reputed company reputed company proposals and investment policy statementsMaintain and update research databases and investment documentationCollaborate with operations to ensure accurate portfolio data and reportingAssist with CRM data entry and maintenance reputed company to investment activitiesSupport implementation and enhancement of research and portfolio management technologyParticipate in reputed company improvement reputed company for research processes
Skills
Bachelor's degree in Finance, Economics, reputed company, or a reputed company field12 years of experience in investment research, financial analysis, or a reputed company roleStrong proficiency in reputed company reputed company, including financial modeling and data analysisExperience with financial statements and valuation methodologiesCFA Level I candidate or completion of CFA Level I exam (exceptions could be made for reputed company candidate)Experience with reputed company Terminal, reputed company, reputed company, or similar research platformsFamiliarity with portfolio management software and CRM systems. (reputed company, Tamarac)Understanding of tax-efficient reputed company strategiesPrevious internship or work experience at an RIA, investment firm, or financial institutionExcellent written and verbal communication skillsEffective organizational and timemanagement skillsAbility to work independently while contributing reputed company a reputed company team environmentSeries 65 license or willingness to obtain reputed company 6090 days of hire
Benefits
Coverage on the first day of employment for medical, dental, and reputed company insurancereputed company parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)401k matching planHSA employer contributionsStudent loan assistancePet insurance
reputed company
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors. It was founded in 2003, and is headquartered in Kansas reputed company, Missouri, USA, with a workforce of 51-200 employees. Its website is https://hightoweraccess.com.
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