Careers

Position : 

Financial & Investment Analyst

Location : 

Chatham, NJ

Duties: 

Work under supervision of a financial advisor, conduct research to develop investment objectives & portfolio risk management; perform quantitative calculations such as risk adjusted return & portfolio variance; prepare retirement analysis reports like Monte Carlo Analysis using eMoney; prepare monthly, quarterly, & annual reports by using tools such as Tamarac, Yodlee & Wealthscape; evaluate performance of investment products by using Envestnet & confer w/ executives & financial advisors on reporting issues & risk management; conduct research on market conditions & trends of the overall economic outlook.

Requirements:

Bachelor's in Finance, 1 year experience or 1 year of related experience as Administrative Assistant in Wealth Management required, must have knowledge of software such as eMoney,
Yodlee, Tamarac & Envestnet.

Send Resumes to KJ Gilmore LLC, 23 Center St., Chatham, NJ 07928