Our client, Strategic Financial Services, is a growing independent wealth management and retirement advisory firm committed to helping individuals and organizations achieve their financial goals. The firm offers a collaborative, team-oriented environment where employees have the opportunity to contribute meaningfully, develop professionally, and make a direct impact on client outcomes.
The Investment Analyst will join a small, highly collaborative investment team and gain hands-on exposure to trading, investment research, portfolio management, and data analytics. This role is ideal for someone who enjoys financial markets, has strong analytical abilities, and is excited to leverage technology, automation, and AI to improve investment processes and outcomes. The position offers broad responsibility and the opportunity to grow within a dynamic, fast-paced environment.
Responsibilities:
Required Qualifications:
Preferred Qualifications:
Location: Utica, NY (Onsite)
Base Salary: $70,000.00 - $100,000.00
Total Compensation: $80,000.00-$125,000.00
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
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