Jobs in Fairfield County, CT

About the role

This role will support the Team Lead with developing the roll-out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors. As a member of the Research and Due Diligence team, you will focus on:

What you'll bring

• Bachelor’s degree in finance, economics, or a related field
• 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles.
• Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends
• Familiar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments
• Strong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients
• Demonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environment
• Exposure to alternative investments and/or model portfolios is preferred
• progress toward or interest in advanced certifications (e.g., CFA) is a plus
• experience with financial modeling and quantitative analysis is a plus

Benefits

Locations