Company Description
LifeGoal Investments is a rapidly growing full-service wealth management firm.
Role Description
This is a full-time role for a Junior Investment Analyst, located on-site in Saratoga Springs, NY. The Junior Investment Analyst will be involved in all aspects of operating a rapidly growing financial planning practice. The day-to-day tasks may include monitoring financial markets, analyzing investment opportunities and budgets, and preparing detailed reports, social media support. The role is designed to develop a young talented person into a future star player.
Qualifications
- Reasonable understanding of Investments and Budgeting
- Solid foundation in Finance and related fields
- Proficiency in Microsoft Office and Google Drive
- Strong written and verbal communication skills
- Ability to work effectively in a team-oriented environment
- Bachelor's degree in Finance, Economics, Business, or a related field
- Interest in obtaining a CFP or CIMA or MBA
