Investment Analyst bei EisnerAmper

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

Prosperity- An EisnerAmper Company is seeking an Investment Analyst, that is an experienced and motivated professional that can grow with us. The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm’s clients, including designing and implementing the investment process.

This opportunity will be a hybrid model based out of one of the following offices: Iselin, New Jersey, Minneapolis, Minnesota, Owings Mills, MD, or Raleigh, N.C. office. 

What it Means to Work for Prosperity:  

• You will have the flexibility to manage your days in support of our commitment to work/life balance  

• You will join a culture that has received multiple top “Places to Work” awards  

• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions   

• We understand that embracing our differences is what unites us as a team and strengthens our foundation   

• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work   

What Work You Will be Responsible For:   

• Equity, fixed income, ETFs, and mutual fund trading.

• Participate in portfolio construction, rebalancing, and management.

• Analyze, monitor, and review the firm’s book of business, client portfolios and trading models.

• Strong focus on utilizing trading and financial analysis software.

• Assist in client support and administration.

• Provide research and project support to the investment committee.

Basic Qualifications: 

• Bachelor’s degree in Finance, Economics, Accounting, Business, or closely related field

• 3+ years of experience in financial services

Preferred/Desired Qualifications:

• Series 7 or 65 license preferred.

• Familiarity with trading technologies, order management systems and rebalancing software a plus.

• Proficient in Microsoft Excel, PowerPoint, and other financial software and tools, such as Morningstar

• A passion for financial markets

• Detail-oriented with strong organizational skills.

• Strong communication skills.

• Desire to work collaboratively in support of team objectives.

• Willing to work in a detail-oriented and deadline-driven environment.

• Ability to handle multiple projects simultaneously.

• Strong work ethic, positive attitude, and professional demeanor.

• Ability to learn quickly and work independently.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About EisnerAmper:  

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.   

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.   

Should you need any accommodations to complete this application please email: [email protected]    

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