What are the responsibilities and job description for the Associate position at Cangelosi Wealth Management?
The ideal candidate for this position will help us identify new investment opportunities and monitor our existing portfolio companies. To assist with these efforts, you will conduct financial analyses, develop financial models, and conduct industry and market research.
Responsibilities
Responsibilities
- Research industry and market dynamics
- Conduct modeling and financial analyses
- Participate in writing financial reports
- Monitor and manage the performance of portfolio companies
- Assist in financial planning efforts
- Bachelor's degree or equivalent experience
- 0 - 1 year professional working experience
- Strong communication and interpersonal skills
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