Investment Analyst
LeafHouse Financial LeafHouse Financial Austin, TX Austin, TX Full-time Full-time $45,000 - $110,000 a year $45,000 - $110,000 a year LeafHouse Financial is an investment Fiduciary for retirement plans across the country.
We are looking to add a great talent to our existing team.
LeafHouse is one of the fastest growing Fiduciaries in the industry with a lot of potential for future growth.
Job Description:
The candidate would primarily be responsible for conducting various investment process tasks.
Such tasks would include running reports, doing investment (mutual fund) research, and compiling data from our proprietary investment analysis tool.
In addition the candidate would be responsible for talking with financial advisors, industry wholesalers and corporate clients to gather information necessary to provide fiduciary services.
Able to prioritize and deal with shifting deliverables and deadlines in a fast paced environment Prior experience working with Microsoft Office (primarily Excel, PowerPoint, Word), Adobe Acrobat, and a CRM system.
Able to work on a team as well as individually.
Strong interpersonal skills is a plus.
At least 1 to 3 years of experience in a related financial services role such as mutual funds Proven strong verbal & written communication skills Position includes health insurance and 401(k) benefits.
No calls please.
Job Type:
Full-time Pay:
$45,000.
00 - $110,000.
00 per year The candidate would primarily be responsible for conducting various investment process tasks.
Such tasks would include running reports, doing investment (mutual fund) research, and compiling data from our proprietary investment analysis tool.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are looking to add a great talent to our existing team.
LeafHouse is one of the fastest growing Fiduciaries in the industry with a lot of potential for future growth.
Job Description:
The candidate would primarily be responsible for conducting various investment process tasks.
Such tasks would include running reports, doing investment (mutual fund) research, and compiling data from our proprietary investment analysis tool.
In addition the candidate would be responsible for talking with financial advisors, industry wholesalers and corporate clients to gather information necessary to provide fiduciary services.
Able to prioritize and deal with shifting deliverables and deadlines in a fast paced environment Prior experience working with Microsoft Office (primarily Excel, PowerPoint, Word), Adobe Acrobat, and a CRM system.
Able to work on a team as well as individually.
Strong interpersonal skills is a plus.
At least 1 to 3 years of experience in a related financial services role such as mutual funds Proven strong verbal & written communication skills Position includes health insurance and 401(k) benefits.
No calls please.
Job Type:
Full-time Pay:
$45,000.
00 - $110,000.
00 per year The candidate would primarily be responsible for conducting various investment process tasks.
Such tasks would include running reports, doing investment (mutual fund) research, and compiling data from our proprietary investment analysis tool.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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