Role
Investment Analyst
About
We are seeking a highly driven and analytical Investment Analyst to join our team in New York. This role offers a dynamic blend of investment research, portfolio management support, and technology-driven innovation. The ideal candidate will possess strong analytical skills, a passion for financial markets, and the ability to contribute across both traditional and cutting-edge areas of wealth management.
Location
New York, NY
Compensation
Commensurate with experience, with performance-based incentives tied to business growth
Role Objectives
Conduct both fundamental and quantitative research across asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments.
Assist in the design, implementation, and monitoring of tailored investment portfolios.
Support the client onboarding process, including investment proposal development, portfolio simulations, and trade execution.
Prepare performance reports, market commentary, and asset allocation reviews for client meetings and internal investment committees.
Collaborate with financial advisors and portfolio managers to formulate investment recommendations and address client inquiries.
Track macroeconomic developments, market trends, and product innovations to identify emerging risks and opportunities.
Enhance and maintain investment tools, models, and data systems to support ongoing research and portfolio management.
Develop AI-driven tools and APIs to improve research workflows, optimize portfolios, streamline client onboarding, and enhance portfolio personalization.
Disclosures
Sandro Wealth Management, LLC (“Sandro Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Sandro Wealth and its representatives are properly licensed or exempt from licensure