Top 9 Associate analyst Jobs in Hartford, Ct

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
IT Associate Analyst, Budget - Level 1
Eversource Energy Service Company —Berlin, CT
- $71,650 - $79,610 a year
- Full-time
- Research
- Office
- Finance
Associate CLO Research Analyst - Hybrid
Symetra —Farmington, CT
- $117,000 - $156,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- 401(k)
7d
Associate Risk Analyst
The Hartford —Hartford, CT
- $69,200 - $103,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
10d
Associate Analyst, Revenue Requirements
Eversource Energy Service Company —Berlin, CT
- $75,880 - $84,310 a year
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Mid-level
Epic Resolute Hospital Billing Associate Analyst
Deloitte —Hartford, CT
- $50,000 - $60,000 a year
- Full-time
- Computer Science
- Mid-level
- Bachelor's degree
2d
Director, Associate Credit Research Analyst-ABS
The Hartford —Hartford, CT
- $121,600 - $182,400 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Associate Financial Analyst
Imagine Learning —United States
- $62,470 - $75,000 a year
- Online Application
- Hybrid work
- Clean driving record
- Microsoft Excel
- Mid-level
- Paid holidays
- Disability insurance

More jobs to discover

Find similar jobs that you might be interested in.

IT Associate Analyst, Budget - Level 1
Eversource Energy Service Company —Berlin, CT
Sound budgetary organization skills, focus on managing own resources and relationships to external resources to meet specific objectives in a project-oriented…
$71,650 - $79,610 a year
FINANCIAL/WEALTH MANAGEMENT ADVISOR
Northwestern Mutual/West Hartford, Connecticut —West Hartford, CT
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth,…
$102,345 - $375,765 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Assistant/Associate Analyst, Transportation
Abercrombie & Fitch Co. —New Albany, OH
Identify manual processes and implement automation opportunities using tools such as Microsoft Power Platform and AI-enabled solutions.
4d
Assistant/Associate Analyst, Supply Chain Strategy - A&F Co.
Abercrombie & Fitch Co. —New Albany, OH
Bachelor’s degree in Supply Chain, Operations, Business, Industrial Engineering, or related field, plus 2+ years of relevant experience.

Show more jobs in cities nearby

I want to receive the latest job alert for associate analyst in hartford, ct

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 analyst jobs near hartford, ct

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

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 analyst jobs in hartford, ct

Associate Analyst

IT Associate Analyst, Budget - Level 1

Associate CLO Research Analyst - Hybrid

Associate Risk Analyst

Associate Analyst, Revenue Requirements

Epic Resolute Hospital Billing Associate Analyst

Director, Associate Credit Research Analyst-ABS

Associate Financial Analyst

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for associate analyst in hartford, ct

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected