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This position is for a Junior Analyst/Trading Associate for the investment management arm of Lifetime Wealth Management, a Rockwall-based RIA firm ...
We are fee-only, employee-owned, woman-led, and a certified B Corp looking for a Senior Investment Analyst to join our growing team!
Managing delivery & execution of projects on investment research, valuation, investment banking, PE/VC research and analytics requirements, etc.
Investment Banking Analyst
Sets and maintains department’s investment philosophy and strategy while managing and communicating same to clients and staff.