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Financial Analyst
Hackensack, NJ

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Revolve Wealth Partners

Investment Analyst

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Job Description

Investment Analyst :
We are seeking a proactive, detail-oriented Analyst to support our Investment Team and help deliver an exceptional client experience. This role plays a key part in maintaining operational excellence, supporting investment and trading activities, and ensuring the accuracy and efficiency of firmwide processes. The ideal candidate is organized, analytical, technology-focused, and committed to contributing to the continued growth and success of the firm.
Location:
NYC, Hackensack and Short Hills, NJ Responsibilities:
Investment Operations & Trading Support Assist the Investment Team with day-to-day operational and investment-related activities. Serve as a backup resource for trading functions and provide ongoing support to the Investment Team. Prepare, review, and distribute recurring investment-related reports. Analyze and research current and prospective investments for potential inclusion in the firm's investment models. Implement trades and account maintenance updates based on information identified through internal reporting and review processes. Monitor and validate firmwide data across platforms to ensure accuracy, completeness, and consistency. Process Improvement & Operational Excellence Identify opportunities to improve internal workflows, reporting, and operational efficiencies as the firm continues to grow. Assist with maintaining organized electronic records and supporting operational best practices across the organization. Administrative Support Provide general administrative support, including telephone coverage, electronic file management, calendar coordination, and other administrative responsibilities as needed. Attend company meetings, events, and functions to support firm initiatives and team collaboration.
Requirements:
Bachelor's degree. Series 65 license, or willingness to obtain within six months of employment. Ability to manage multiple priorities in a fast-paced environment. Excellent verbal and written communication skills. Proficiency with technology platforms and a willingness to learn new systems. Commitment to delivering outstanding client service and supporting team success.
Job Type:
Full-time Pay:
$60,000.00 - $70,000.00 per year
Benefits:
401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance
Physical Setting:
Office Education:
Bachelor's (Preferred)
Work Location:
Hybrid remote in Hackensack, NJ 07601

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance