Currently Hiring: Investment Analyst Associate

Come join one of the most innovative wealth management teams in the country.
Ogorek Wealth Management LLC, a Registered Investment Advisor based in Western New York, is looking for an Investment Analyst.

 

Ogorek Wealth Management LLC provides financial planning and investment advisory services to clients who have a minimum of $500,000 to invest.

 

The successful candidate will be responsible for:

  • Rebalancing all client portfolios
  • Execution of investment trades
  • Maintaining portfolio reporting software
  • Assist in providing financial information and analysis to aid decision making
  • Assist the Portfolio Manager (PM) in the production of reports
  • Provide support to the PM on specific projects and ad hoc business analysis requests.
  • Support Senior Investment Management as needed.

 

Candidates should have at least a bachelor’s degree and up to 2 years of experience in an investment-related field. Current undergraduates with a strong academic background will also be considered. Candidates with an advanced degree or the CFA designation are encouraged to apply.

 

We offer a competitive salary and benefits package, including health insurance and 401(k) plan.

 

To apply please submit your resume and cover letter to prosper@ogorek.com.