Investment Research Analyst

13620 38th Ave, 11F, Flushing, NY 11354

Researching of individual securities to isolate critical variables and formulate sound investment advice by gathering, reading and analyzing information Presenting commentary and fresh ideas to ASG’s internal portfolio management team Covering at least one equity sector and potentially more Potentially managing or co-managing one of WFA’s equity recommended lists/sample portfolios Proactively responding to developments/news of high interest to retail financial advisors & clients Reviewing of financial documents, news reports, press releases and regulatory filings and other event notices to determine the scope of the event and any action that needs to be taken by the FA/client Communicate risk suitability recommendations for WFA’s Equity Capital Markets Committee Compiling fundamental and economic data Performing financial analysis Developing and maintaining databases and forecasts to determine appropriate valuations Writing research reports to reflect company, sector and market developments Other duties as assigned.
5+ years of investment research experience

Desired Qualifications:
A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation
Excellent verbal, written, and interpersonal communication skills
Solid critical thinking skills
Solid decision making skills
Experience developing partnerships and collaborating with other business and functional areas
Knowledge and understanding of investment research, portfolio analysis or quantitative finance
Knowledge and understanding of derivatives and structured products
Knowledge and understanding of international markets, borrowers, and investors
Knowledge and understanding of Investment tools such as Bloomberg or Factset application Job Expectations
Excellent Pay
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