Investment Portfolio Associate

Title:

Investment Portfolio Associate Pay Rate:

$42.50

Duration:

6-mo

CONTRACT TO HIRE

Location/Work Environment:

On-site 5 days/week, Locust Valley, NY

MUST HAVES

2+ years experience in financial services environment w/ emphasis on conducting market research and analysis SIE, Series 7 and Series 63 or 65

Job Summary:

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Essential Duties & Responsibilities:

Collects fundamental research on related companies as requested by Financial Advisors. Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. Assists in preparation of written industry and company specific reports Assists in development of financial models for revenue and income forecasts. Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. May participate in client meetings to identify client goals and tolerances. Assists with developing individualized client investment strategy for Financial Advisor. Responds to inquiries from Financial Advisors to research and resolve issues. Prepares customized written industry and company specific reports upon request to Financial Advisor. Assists in development of financial models to forecast team revenue and income. Assists with preparation of scheduled and ad hoc performance reports. Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. Interfaces effectively with all levels of staff in managing portfolios. Completes ad hoc projects and reports as assigned. Performs other duties and responsibilities as assigned. Job Type & Location This is a Contract to Hire position based out of Locust Valley, NY. Pay and Benefits The pay range for this position is $42.50 - $42.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Locust Valley,NY.

Application Deadline This position is anticipated to close on May 1, 2026. h4>

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.