Sapphire Recruitment ยท 1 week ago
Investment Analyst
Utica, NY
Full-time
Onsite
Entry, Mid, Senior Level, Lead/Staff, Director/Executive
$70K/yr - $100K/yrSapphire Recruitment is representing a well-established, independent wealth management and investment advisory firm in Central New York, which is expanding its investment team. The Investment Analyst will track market developments, conduct research, build financial models, and develop investment recommendations, with responsibilities varying based on experience level.
B2BConsultingHuman Resources
Hiring Manager
Neal Wobbe
Responsibilities
Track market, economic, and geopolitical developments impacting portfolios
Conduct research across asset classes (equities, fixed income, commodities)
Build and interpret financial models, valuations, and investment frameworks
Develop actionable investment recommendations and support portfolio strategy/asset allocation
Prepare research reports and investment commentary; contribute to client communications
Present insights to the Investment Policy Committee
Senior levels may lead research strategy, mentor analysts, and represent the firm externally
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or related field
Strong analytical skills, market knowledge, and ability to explain complex ideas clearly
Excellent writing, communication, and attention to detail
Preferred
CFA/CFA candidate or MBA preferred (depending on level)
Benefits
Discretionary bonus
Potential revenue share
Long-term leadership runway for the right person.
Company
Sapphire Recruitment
At Sapphire Recruitment (Formally CPS Recruitment) we do more than recruit and staff.
Founded in 1989
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Susan Crossett
Chief Executive Officer
Recent News
2022-07-28
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