Investment Analyst
RKL LLP(25 days ago)
About this role
The Wealth Analyst is a two-year development program role focused on delivering investment management and financial planning services to clients while rotating across Investments, Planning, Advisory, and Operations teams. The role centers on conducting research, analysis, and reporting to support accurate investment and financial planning recommendations. Team members will support portfolio reviews, trade execution, and stakeholder reporting to inform decision-making.
Required Skills
- Portfolio Analysis
- Investment Research
- Financial Planning
- Trade Execution
- Reporting
- Data Analysis
- Client Communication
- Project Management
- Excel
- SQL
+1 more
Qualifications
- Bachelor's Degree
- FINRA Series 65
- CFA
- CFP
About RKL LLP
rklcpa.comRKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
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