What are the responsibilities and job description for the Investment Data Analyst position at PEAR Core Solutions?
Company Overview:
Opal Wealth Advisors, a registered investment advisor (RIA), is dedicated to helping clients create and use wealth to achieve their financial goals. Located in Jericho Long Island, NY, the company seeks a highly skilled Financial Analyst to join their team of wealth management professionals.
Estimated Salary: $80,000 - $110,000 per year based on location and experience.
Job Description:
The successful candidate will serve as the primary administrator of all Opal Investment Models, overseeing execution, tax loss harvesting, and providing support to the investment committee. Key responsibilities include:
- Serving as the primary resource for alternatives investments, including subscriptions, capital calls, transfers, and document gathering.
- Assisting in the investment process, providing support to the investment committee.
- Assist in investment compliance, monitoring/maintaining an approved list and auditing adherence to investment compliance.
- Supporting the firm in structuring and rolling out its procedures and identifying areas for improved process, efficiency, and checks/balances.
Required Skills and Qualifications:
To be considered for this role, candidates should possess excellent analytical and problem-solving skills, with a strong understanding of financial markets and investment strategies. Experience working with alternative investments is essential, and proficiency in data analysis tools is highly desirable.
Benefits:
We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and professional development.
Salary : $80,000 - $110,000
