Job Summary
A financial services firm has a current position open for a Remote Research Associate.
Must be able to:
- Ensure all client accounts maintain the right positions with minimal tax consequence
- Participate in numerous operational functions covering many aspects of wealth management for individuals and families.
- Portfolio research and general support to Investment Committee
Applicants must meet the following qualifications:
- Bachelors degree
- Great interpersonal skills
- Excellent communication skills
- 3 years experience in research
