What are the responsibilities and job description for the Portfolio Management Professional position at Capital Analysts of New England, Inc.?
Welcome to Capital Analysts of New England
We are a pioneering wealth management firm, dedicated to delivering innovative financial services. Established in 1972, we prioritize integrity, enthusiasm, and teamwork.
Our Investment Analysis Role
This position combines expertise in investment analysis and strategic financial planning to drive client success. Key responsibilities include:
- Assisting a team of experienced advisors managing over $2 billion in assets.
- Providing actionable insights and recommendations to inform investment decisions.
- Guiding portfolio allocation, rebalancing, and withdrawal request processes.
- Collaborating with advisors on customized financial plans.
- Conducting thorough research on securities and investments.
- Supporting internal trading activities.
- Nurturing relationships with wholesalers and coordinating advisor meetings.
Your Qualifications
- Hold CFP certification or be a certified candidate.
- Possess 4-8 years of experience in investment analysis and financial planning.
- Demonstrate strong analytical skills and attention to detail.
- Exhibit exceptional communication and interpersonal abilities.
- Stay organized and efficient in managing multiple tasks.
- Show proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.
What We Offer
- Salary commensurate with experience and skills.
- Outstanding benefits package.
