Investment Professional

in Financial Services
  • Hybrid, New York View on Map
  • Salary: $200,000.00 - $250,000.00
Permanent

Job Detail

  • Experience Level Senior
  • Degree Type Bachelor of Arts (BA)
  • Employment Full Time
  • Working Type Hybrid
  • Job Reference 0000009389
  • Salary Type Annually
  • Industry Investment Banking
  • Selling Points

    Seeking a strong M&A and Strategy leader to help a business analyze corporate development opportunities in the marketplace.

    Hybrid schedule; based in NY.

Job Description

Job Summary: We are looking for a Front Office Investment Professional to join our dynamic investment team. This role will involve managing client relationships, developing investment strategies, and executing trades across various asset classes. The ideal candidate will possess strong analytical skills and a deep understanding of financial markets.

Key Responsibilities:

  • Develop and implement investment strategies aligned with client objectives and risk profiles.
  • Analyze market trends, economic indicators, and asset performance to make informed investment decisions.
  • Execute trades across multiple asset classes, including equities, fixed income, derivatives, and alternatives.
  • Build and maintain strong relationships with clients, providing regular updates on portfolio performance and market conditions.
  • Collaborate with research and risk management teams to enhance investment decision-making processes.
  • Prepare and present investment proposals and performance reports to clients and senior management.
  • Stay informed about industry developments, regulatory changes, and macroeconomic factors affecting investment opportunities.

Qualifications:

  • Bachelor’s degree in finance, economics, or a related field; MBA or CFA designation is a plus.
  • 5+ years of experience in investment management or a related role, preferably in a front office capacity.
  • Strong knowledge of financial markets, investment strategies, and asset classes.
  • Proven track record of managing client relationships and delivering exceptional service.
  • Excellent analytical and quantitative skills, with proficiency in financial modeling and analysis.
  • Strong communication and interpersonal skills, with the ability to articulate complex ideas clearly.
  • Ability to thrive in a fast-paced and high-pressure environment.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive health benefits.
  • Opportunities for professional development and career advancement.
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