PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Financial Analyst
March 5
🏢 In-office - Manhattan
PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Description
• Primary administrator of Opal Investment Models with oversight and execution • Resource for alternatives investments including subscriptions and document gathering • Support investment committee in the Investment Process • Assist in monitoring and maintaining approved investment compliance list • Support in structuring and rollout of firm procedures • Assistance in financial planning efforts at Opal Wealth Management
Requirements
• Bachelor’s degree in Finance, Economics, or related field • Experience in investment management or financial analysis • Strong understanding of investment compliance and procedures • Excellent organizational and analytical skills • Ability to work collaboratively within a team
Benefits
• Opportunity to work with a team of wealth management professionals • Involvement in investment compliance and planning efforts • Support in identifying areas of process improvement and checks/balances
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