Investment Portfolio Analyst

A leading financial services firm in Locust Valley is looking for an Associate to support Financial Advisors by conducting portfolio analytics, preparing industry research, and developing financial models. The ideal candidate will have a Bachelor’s degree and at least two years of experience in financial services. Key responsibilities include assisting with client meetings, preparing reports, and providing research insights to enhance client investment strategies. The role offers potential for annual bonuses and performance payouts. #J-18808-Ljbffr