Investment Research Analyst

$65,000 - $75,000/Yr

Unclassified - Allentown, PA

Full-time - Mid Level

Allentown, PA

About the position

The Investment Research Analyst role involves conducting thorough research and analysis of various investment assets, including stocks, bonds, and commodities. The analyst will be responsible for creating and monitoring investment portfolios, interpreting market data, and preparing presentations on market conditions. This position requires a strong understanding of financial concepts and the ability to assess risks and opportunities for clients' portfolios.

Responsibilities

• Collect information, perform research, and analyze assets such as stocks, bonds, structured products, and commodities.
• Analyze, create, and monitor investment model portfolios.
• Interpret data on price, yield, stability, future investment-risk trends, and economic influences affecting investment programs.
• Monitor economic, industrial, and corporate developments by analyzing information from various sources.
• Prepare oral and written presentations regarding preferred funds/models and market conditions on a quarterly basis.
• Calculate risk and opportunities for clients' portfolios.
• Monitor market trends and investment portfolios.
• Perform account asset allocation rebalancing and provide recommended changes.
• Ongoing screening of all current investment models and funds.
• Meet with wholesalers.
• Annually perform tax loss harvesting on portfolios.

Requirements

• Bachelor's degree in a relevant field (Required).
• 5 years of experience in financial concepts (Required).
• Valid Series 7, Series 63, and Life Accident and Health licenses (Required).

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance