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Director of Investment Research

Company:
StaffBuffalo
Location:
Buffalo, NY
Posted:
April 06, 2021

Description:

StaffBuffalo is working with one of our excellent clients on a Director of investment Research position, paying $70,000 - $100,000+ depending on experience! This is a fantastic opportunity to join an excellent company that doesn’t like to micro-manage, encourages career growth, and respects their team!

This Director of Investment Research will help to support ongoing investment research, portfolio construction, and work with clients to execute trades and manage their portfolios. In addition, this Director of Investment Research will assist with business development, engage with key clients on business opportunities, and provide analysis on fund management and tax implications. The successful Director of Investment Research will research and interpret industry data, develop and maintain financial models, and work with the investment team to understand the market to better serve clients. Other responsibilities will include creating presentations, understanding qualified plans, and performing operational tasks.

If you’re a strategic and analytical candidate looking to join a great firm and take your career to the next level, this is the opportunity for you!

Required Qualifications:

3 – 5 years of experience in Finance, Banking, or with investment research

Strong verbal and written communication skills

Highly professional with a strong business acumen

Strong research and analytical abilities

Proficient in Microsoft Office

Education:

Bachelor’s Degree in Business, Finance, or a related field

Preferred Qualifications:

CFA charter holder, CFA level II III candidates, or CIMA

Strong understanding of research tools ie: Morningstar

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