Investment Associate Position Available In Otsego, New York

Investment Associate Osaic Jul 26, 2025

Current Employees and Contractors Apply Here Osaic Careers Investment Associate Location:

640 Fifth Avenue, York, NY 10019

Summary:

We are seeking an Investment Associate to support Ladenburg Thalmann Asset Management, a member of Osaic. Leveraging the expertise of the Ladenburg Thalmann Asset Management (LTAM) Investment Policy Committee, the Investment Associate will be centrally involved on due- diligence and research based on the Investment Policy Committee’s Philosophy. While fully participating as a member of the research team, the Asset Management Associate will assist in researching top rated mutual funds and ETFs lists, model asset allocation portfolios for different client risk profiles and the latest research and commentaries from both LTAM as well as Ladenburg’s strategic mutual fund partners.

Salary Range:

$70,000-$75,000 (plus bonus)

Responsibilities:

Research Participate in all LTAM investment policy committee meetings to learn investment thesis and be able to reiterate investment themes
Review the firm’s strategic asset allocation for adjustments to the portfolios along with the investment policy committee
Answer advisors’ questions on market analysis, model rebalancing and top-rated funds list
Monitor trading activity into recommended funds
Maintain Morningstar reviews of recommended funds and be able to run comparisons within peer groups Marketing Performing Research tasks to support datamining, updating and fulfillment of marketing materials and economic thought leadership for advisors.
Supporting marketing team in field meeting with advisors with preparing portfolio reviews and RFPs
Assist in questions from Advisors on the economy and LTAM portfolios
Collect partner content and refresh data in a timely manner
Coordinates quarterly calls for advisors and sponsors
Monitoring cash flows in partner funds
Support marketing campaigns targeted towards advisors to generate interest in LTAM
All other duties as assigned

Education Requirements:

Bachelor’s degree in finance from an accredited university is required.
Ability and willingness to obtain FINRA licenses (Series 7, 63, 65/66).

Basic Requirements:

2-5 years’ experience in a similar capacity
Excellent verbal and written communication skills
Dedicated work ethic and strong organizational skills
Willingness to work extended hours to meet project deadlines
Ability to work independently with little minimal direction
Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint, and Outlook.
Current Employees and Contractors Apply Here