What are the responsibilities and job description for the Senior Investment Analyst position at Ascendo Resources?
Ascendo is thrilled to present an incredible opportunity in the ever-evolving world of private wealth management! This is your chance to step into a high-impact role with a boutique firm that’s growing fast and delivering big on personalized financial strategies. We're looking for a forward-thinking investment pro to join a tight-knit team driving real results for high-net-worth clients. If you're passionate about market trends, client success, and strategic portfolio growth—this could be your next big move!
Responsibilities:
This role is ideal for a sharp, analytical thinker who can thrive in a fast-paced environment and take ownership of portfolio decisions, client conversations, and strategic market insights. You'll be working closely with senior advisors to elevate portfolio performance and guide investment strategy through:
- Designing and refining takeover analyses for prospective clients
- Executing complex trades and overseeing day-to-day portfolio optimization
- Implementing index-based strategies and identifying rebalancing opportunities
- Conducting in-depth research on equities, fixed income, and mutual funds
- Collaborating on model building and financial forecasting for investment proposals
- Contributing to strategic planning meetings and sharing actionable investment insights
- Engaging directly with clients to provide market commentary and advice
- Monitoring market activity and adjusting risk exposure accordingly
Desired Qualifications:
We’re looking for a seasoned professional with deep experience in private wealth management and a strong command of investment tools and principles. Ideal candidates will bring:
- Active CFA designation
- Series 7 license
- Proven expertise in individual stock analysis, mutual funds, and asset allocation
- Familiarity with portfolio modeling and performance tracking tools
- A keen eye for financial reporting and market trends
- Exceptional communication and interpersonal skills
- Ability to work autonomously and contribute to high-level strategy
- Confidence in presenting to clients and handling market downturn discussions
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Salary : $120,000 - $150,000
