Top 2320 Associate all source analyst Jobs

Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Senior Portfolio Analyst – US Equity Large Cap Value
T. Rowe Price —Baltimore, MD
- $100,000 - $160,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Master's degree
- Paid time off
- Adoption assistance
Senior Business Analyst, Technology
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Research
- Paid holidays
- Health insurance
Senior Data/Visualization Engineer
Leidos —Fort Belvoir, VA
- $107,900 - $195,050 a year
- Full-time
- 6 years
- Computer Science
- Bachelor of Science
Finance Reporting Analyst Manager
Madison Medical Sports & Rehabilitation Center —Madison, NJ
- $70,742.84 - $80,195.67 a year
- Full-time
- 5 years
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
3d
Lead RGM & Pricing Analyst
Moen —Deerfield, IL
- $90,000 - $143,000 a year
- Full-time
- Hybrid work
- 7 years
- Engineering
- Residential
- Health insurance
- Adoption assistance
Quick Apply
Marketing Analyst, Hospitality
Kohler —Kohler, WI
- $67,250 - $100,850 a year
- Computer Science
- Marketing
- Bachelor of Science
- Benefits from day one
Senior Revenue Growth & Pricing Analyst
Moen —Deerfield, IL
- $70,000 - $120,000 a year
- Full-time
- Hybrid work
- Sales
- 5 years
- Office
- Health insurance
- Adoption assistance
Quick Apply
TS/SCI Cleared Software Developer - Senior
Amentum —Fort George G Meade, MD
- $145,000 - $153,000 a year
- Full-time
- Software troubleshooting
- Office
- Master's degree
- Health savings account
- Relocation assistance
Quick Apply
Portfolio Management Analyst/Associate
Cobalt Recruitment —Dallas, TX
- $120,000 - $140,000 a year
- Mid-level
- SQL
- Analysis skills
Quick Apply
Data Analyst
CAI —Indianapolis, IN
- $35 - $40 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
6h
Senior Cost Estimator Associate
Quantech Services —Los Angeles AFB, CA
- $160,000 - $190,000 a year
- Full-time
- 5 years
- Office
- Finance
Mid-Tier Associate Clinical Supervisor
Advanced Behavioral Health, Inc. —Huntington Beach, CA
- $20 - $28 an hour
- Part-time
- Experience working with individuals with developmental disabilities
- Applied behavior analysis
- Mid-level
- Mileage reimbursement
- Paid holidays
Quick Apply
Manager - Advanced Analytics
Penske Truck Leasing and Logistics —Reading, PA
- Computer science
- Computer Science
- System design
Associate Quality Engineer
New Hampshire Ball Bearings, Inc (NHBB) —Laconia, NH
- Microsoft Excel
- Mid-level
- Business
- Dental insurance
Quick Apply
Power Platform Architect
Flexjet —Cleveland, OH
- Full-time
- Hybrid work
- Computer science
- Mid-level
- 3 years
Quick Apply
Operations Analyst Technician
General Dynamics Information Technology —Jacksonville, NC
- $68,000 - $92,000 a year
- Research
- Mid-level
- Analysis skills
- Paid time off
- 401(k) matching
Associate Principal, Technical Data Governance
Options Clearing Corporation —Chicago, IL
- $160,555 - $162,700 a year
- Online Application
- Hybrid work
- Computer science
- Computer Science
- 5 years
- Health insurance
- Dental insurance
Associate Principal, Security Assurance
Options Clearing Corporation —Chicago, IL
- $116,100 - $158,300 a year
- Full-time
- Hybrid work
- Computer Science
- Windows
- Analysis skills
- Health insurance
- Dental insurance
14d
Senior Analyst - BCG Vantage, Automotive & Mobility
Boston Consulting Group —Chicago, IL
- $115,700 - $119,500 a year
- Full-time
- Urgent Care
- Mid-level
- Office
- Profit sharing
- Paid parental leave

I want to receive the latest job alert for associate all source analyst

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate all source analyst jobs near

Associate Analyst

Gottfried & Somberg Wealth Management, LLC -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Trading
Employee relationship building
Series 7
Bachelor's degree
Financial services
Account management experience

Full Job Description

Job Overview

Gottfried & Somberg Wealth Management (“GSWM”) is an independent wealth advisory firm managing approximately $2.7 billion in client assets. We serve individuals, families, and business owners with comprehensive financial planning, investment management, and client service. We are seeking a motivated Associate Analyst to join our team in Glastonbury, Connecticut, and work closely with senior analysts and advisors to support our clients’ financial goals.

This is a full-time, onsite position responsible for providing wealth advisors with research, analysis, reporting and trading support. Candidates should have 1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.

RESPONSIBILITIES AND EXPECTATIONS

The Associate Analyst is responsible for providing outstanding financial planning and wealth management for existing and future clients. The Associate Analyst supports advisors throughout the financial planning process by gathering client data; creating financial reports; performing investment research and financial analysis, creating retirement income plans; executing trades; and handling the Model Management platform for clients.

Client & Planning Workflow

Gather statements provided by new and existing clients, and enter data into planning software
Initiate conference calls with new and existing clients and third-party companies to obtain data about current insurance policies, annuities and investment accounts or to execute an account transfer/rollover
Use MoneyGuidePro, other planning software and propriety spreadsheets to create financial statements and projections, run Monte Carlo analyses, and illustrate how to consolidate investments with our firm
Monitor and periodically update financial and retirement plans
Attend new and existing client meetings, take notes, create summary letters and perform necessary follow up.

Investment & Portfolio Management Workflow

Work with a team of two Senior Investment Analysts to support portfolio management
Conduct investment research as needed and generate accurate reports for meetings
Analyze investments using Morningstar®, Riskalyze and other tools
Source investment analysis and reports using COMMunity Link®, Morningstar, and third-party vendors
Perform quantitative and qualitative analysis with reliably sourced data
Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
Maintain model portfolios and manage client accounts within the Model Management platform
Gather, organize, and submit data for share class conversions

Professional Development & Compliance

Remain up to date on industry developments by reading trade journals and other publications, especially Barron’s
Attend teleconferences, educational events and seminars
Comply with all FINRA, SEC and Commonwealth regulations; satisfy continuing education requirements towards all licenses and certifications as needed

REQUIREMENTS

1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field
Four-year degree from an accredited college or university
SIE, Series 7 and Series 63 licenses, or ability to obtain all required licenses within the first six months of hire
Ability to work onsite five days per week in Glastonbury, Connecticut

EXPECTATIONS:

Professional behavior according to the GSWM Employee Manual. Observe and honor GSWM core values of Integrity; Genuine Relationships; Excellence in All We Do; Continuous Self Improvement, Positivity, and Empathy.
Establish and maintain cooperative working relationships with the team. Work collaboratively to retain existing client base as well as grow client base.
Superb attention to detail.
Excellent time management and multi-tasking skills to manage multiple deadlines and complete projects with precision.
Possess a growth mindset and demonstrate initiative by being willing to take on new responsibilities, take charge of a responsibility without being asked, or make suggestions for improvements.
Remain up to date on industry developments. Regularly review our broker/dealer’s news items and technology updates.
Develop high-level understanding of roles and responsibilities of each office position.
Comply with all SEC and broker/dealer regulations; satisfy continuing education requirements.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid holidays
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

associate all source analyst jobs

Associate Analyst

Senior Portfolio Analyst – US Equity Large Cap Value

Senior Business Analyst, Technology

Senior Data/Visualization Engineer

Finance Reporting Analyst Manager

Lead RGM & Pricing Analyst

Marketing Analyst, Hospitality

Senior Revenue Growth & Pricing Analyst

TS/SCI Cleared Software Developer - Senior

Portfolio Management Analyst/Associate

Data Analyst

Senior Cost Estimator Associate

Mid-Tier Associate Clinical Supervisor

Manager - Advanced Analytics

Associate Quality Engineer

Power Platform Architect

Operations Analyst Technician

Associate Principal, Technical Data Governance

Associate Principal, Security Assurance

Senior Analyst - BCG Vantage, Automotive & Mobility

I want to receive the latest job alert for associate all source analyst

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected