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 Associate.

 

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

 

The successful candidate will be laser-focused on details. Candidate must take pride in their work and be able to complete complex tasks with minimal supervision.

  • Executing investment trades
  • Maintaining portfolio reporting software
  • Completing necessary compliance forms (13-F, 13-H)
  • Running billing process and posting client quarterly reports
  • Assisting the Portfolio Manager (PM) in research, pulling data
  • Providing support to the PM on specific projects and ad hoc requests

 

The position has a dedicated career path with the Investment Analyst Associate having the opportunity to graduate to the Investment Analyst role.

 

In addition to the tasks above, the more senior Investment Analyst role will offer dedicated opportunities in fixed income and equity research, portfolio management and also hold a place on Ogorek’s Investment Committee.

 

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.

 

We use the Topgrading methodology for collecting information from our applicants.

To apply please use this link.