Investment Analyst Job at CENTRAL FAMILY ADVISORS LLC, New York, NY

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  • CENTRAL FAMILY ADVISORS LLC
  • New York, NY

Job Description

Job Description

Job Description

Investment Analyst

Overview

The analyst position at our family office will require you to:

  • Analize and monitor investment positions held by our clients.
  • Assist in the analysis of investment products that are presented to us from various financial institutions.
  • Assist in the preparation of presentations for our clients.
  • Interface with financial institutions
  • Learn and assist in the monthly consolidation process

Skills and knowledge:

  • Major in finance, math, accounting or economics
  • Minimum BA or BS degree
  • 1 to 3 years work experience
  • Working knowledge of Spanish
  • Good interpersonal skills/team player
  • Knowledge of of Excel and Power Point

Office location: New York City

Job Tags

Work experience placement,

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