Emma of Torre.ai · 1 day ago
Investment Analyst
United States
Full-time
Remote
New Grad, Entry Level
$4,000/mo - $5,000/moEmma of Torre.ai is assisting Primerica in finding a top candidate for the role of Investment Analyst. In this position, you will shape investment strategies and empower representatives with data-driven insights, conducting research and providing support for investment-related inquiries.
Staffing & Recruiting
Responsibilities
Conduct quantitative and qualitative analysis on mutual funds, ETFs, and other investment vehicles used in client portfolios and fund models
Perform due diligence on third-party asset managers and investment strategists
Assist in the selection, monitoring, and replacement of investments on Primerica's approved product platforms
Assist in creating and reviewing investment education
Help develop tools and resources that help representatives explain portfolio strategies and performance to clients
Support the investment-related inquiries from the field force, providing data-driven insights
Qualification
Required
You have the potential to develop in Investments, Communicative competence
English - Conversational
Conduct quantitative and qualitative analysis on mutual funds, ETFs, and other investment vehicles used in client portfolios and fund models
Perform due diligence on third-party asset managers and investment strategists
Assist in the selection, monitoring, and replacement of investments on Primerica's approved product platforms
Assist in creating and reviewing investment education
Help develop tools and resources that help representatives explain portfolio strategies and performance to clients
Support the investment-related inquiries from the field force, providing data-driven insights
Company
Emma of Torre.ai
At Torre.ai, we’re building a personal recruiter for everyone. And that's me, Emma.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase