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Investment Analyst

Job Details

Job Title:  Investment Analyst

 

Job Description:

The main function of this role is to serve as support to a few Portfolio Managers.  The individual will be responsible for a variety of research and portfolio management activities. The individual will need to be a high-energy, highly-efficient professional with the ability to perform at times under pressure. The associate will be part of small team with a high level of responsibility in contributing to the future growth of the firm.  CFA candidates are preferred.

 

Responsibilities:

  • Support the firm’s team of Portfolio Managers across various initiatives as directed Prepare marketing and reporting materials for prospective and existing clients Regularly review client accounts to ensure alignment with client objectives and goals Prepare analysis reports and financial planning for client households and Retirement Accounts Conduct investment and research analysis across asset classes for portfolio managers

 

Experience / Qualifications:

  • 0–1 year of work experience in finance, registered investment firm, or consulting Bright, mature, and motivated with the desire to excel in a competitive environment Passionate about investment management and a desire to make a career in the industry Strong analytical and organizational skills Ability to work well within a team and on a self-directed basis General level of financial knowledge (financial modeling, macroeconomics, accounting, current events, etc.)

 

Requirements:

  • Strong working knowledge of MS Office, specifically Word, Excel, and PowerPoint Strong communication, presentation, and sales skills Strong work ethic, teamwork skills, and ethical standards

 

Wilbanks, Smith & Thomas:

Wilbanks, Smith & Thomas is a privately owned, independent advisor based in Norfolk, Virginia. The firm provides sophisticated, well-researched investments as well as an extraordinary level of personal service. The firm was founded in 1990 and has over 45 employees. The firm serves individuals, trusts and endowments, pension and profit-sharing plans, corporations, trust and insurance companies, and municipalities.

 

Please prepare your resume in Microsoft Word or PDF format and attach the file to your email - Send to employment@wstam.com   Theresa Garber, Chief Operations Officer at Wilbanks Smith & Thomas Asset Management LLC, 150 West Main Street, Suite 1700, Norfolk, VA 23510.  No phone inquiries will be accepted.

Company

Wilbanks, Smith & Thomas Asset Management, LLC is one of the fastest growing independently owned investment firms in the Mid-Atlantic region. The Firm is a $2.5 billion AUM asset and wealth management firm with smart private equity backing and a strong reputation as an employer of choice in the region. Innovative investment products and enviable brand of quality with clients set the firm apart from competitors nationally.

Company info
Website
Telephone
7576233676
Location
150 West Main Street
Suite 1700
Norfolk
VA
23510
US

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