Chartered Financial Analyst (CFA)
- Employer
- Prudent Street Financial Advisors, LLC
- Location
- Maryland Farms in Brentwood, TN
- Salary
- Up to $90,000 per year; commensurate with experience
- Closing date
- Jun 16, 2022
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- Job Function
- Economics, Operations, Performance Analysis, Trading, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
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This full-time position focuses on support of the firm’s individual and corporate retirement investment management business including:
- investment analytics and research
- participation in internal investment committee meetings
- preparation of investment plans for families and individuals
- support for and response to client account inquiries
- annual updates to client investment profile/suitability data
- onboarding support relative to new client acquisitions
- investment transaction posting, processing, and reconciliation
- investment performance report preparation
- responsibilities that ensure operations align with industry regulations
As a successful associate, you must:
- work both independently and as part of a team
- manage multiple projects under the pressure of deadlines
- rapidly acclimate to new technologies
- exhibit strong organizational and time management skills
- exhibit strong listening, verbal, and written communication skills
- be client-focused while building solid relationships with staff
- be available to work outside regular business hours or on weekends, especially during peak periods
Benefits:
- long-term disability insurance
- life insurance
- 401k plan
To be considered for the position, you must:
- hold a bachelor’s degree from an accredited university, preferably in accounting or finance and have a minimum of 2 years financial industry experience
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