**Essential Duties and Responsibilities** + Collects fundamental research on related companies as requested by Financial Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists in preparation of written industry and company specific reports + Assists in development of financial models for revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from Financial Advisors to research and resolve issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor. + Assists in development of financial models to forecast team revenue and income. + Assists with preparation of scheduled and ad hoc performance reports. + Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. + Interfaces effectively with all levels of staff in managing portfolios. + Completes ad hoc projects and reports as assigned. + Performs other duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in the industry. + Principles of estate planning, trusts and securities industry operations. + Financial markets and products. + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + Preparing and delivering written and oral presentations. + Operating standard office equipment and using required software applications. + Complete job duties independently, with little supervision. + Partner with other functional areas to accomplish objectives. + Communicate effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective working relationships at all organizational levels. + Participate in professional organizations and activities. + Maintain currency in industry services and products. + Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. **Skill in** + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + Preparing and delivering written and oral presentations. + Operating standard office equipment and using required software applications. + Complete job duties independently, with little supervision. + Partner with other functional areas to accomplish objectives. + Communicate effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective working relationships at all organizational levels. + Participate in professional organizations and activities. + Maintain currency in industry services and products. + Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. **Ability to** + Complete job duties independently, with little supervision. + Partner with other functional areas to accomplish objectives. + Communicate effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective working relationships at all organizational levels. + Participate in professional organizations and activities. + Maintain currency in industry services and products. + Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. **Education/Previous Experience** + Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state. + Additional licenses or designations may be required as needed. ***This associate will be eligible for an annual discretionary bonus and monthly performance payout.***