Investment Analyst

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in ATLANTA.

A wealth management and financial planning firm based in Atlanta is looking to hire an Investment Operations Associate/ Analyst.

The core responsibilities will be (but not limited to):

· Assist senior associates with

• investment onboarding
• portfolio trading
• asset movement
• ongoing compliance

· Meeting preparation and post-meeting follow-up assistance for advisors and senior associates

· Handle operations in coordination with firm standards

Requirements-

· Bachelor’s degree

· Active series 7 and 66 or Series 6 and 63

· Candidates should have problem-solving abilities & research skills

· Demonstrate an interest in financial markets and macro-level economic trends

· Proficient in Microsoft Excel as well as other Microsoft Office applications

· Self-starter with the ability to work independently and be resourceful

· Strong organizational skills with the ability to manage time efficiently

· Desire to learn & easily adaptable

65-75k

3 days in office