Investment Associate
4 days ago
Job Summary
We are seeking a highly skilled Investment Associate to join our team at PER and contribute to the management of our clients' investment portfolios. In this role, you will work closely with our analysts to make informed investment decisions that drive growth and profitability.
Key Responsibilities
- Meet with clients to understand their financial goals and objectives
- Monitor market trends and economic indicators to inform investment decisions
- Collaborate with investment analysts to select and purchase securities that align with client goals
- Communicate portfolio performance and changes to clients
- Buy and sell securities as market conditions fluctuate
Requirements and Qualifications
- Bachelor's degree in finance or a related field
- Proven experience in portfolio management or a related field
- Strong analytical and communication skills
- Ability to work in a fast-paced environment and adapt to changing market conditions
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