Equity Analyst Salary at Sig Susquehanna BETA

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction. Qualifications - Bachelor’s degree in finance, economics, or a related field with high GPA - Interest in finance, portfolio analysis, statistics and technology - Minimum 2-year experience in financial services industry - Strong attention to detail while working at a fast pace - Strong fluency with Excel formulas, PowerQuery and functions - Pro

Job Statement Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970. The successful candidate will perform security analysis and valuation of equity securities for potential inclusion in clients’ investment portfolios for Sterling Capital Management. Essential Duties and Responsibilities Act as a main point of contact for client and prospect inquiries and requests Construct financial models on subject companies Analyze and understand company financial statements, public filings, and various forms of investment research. Interview company managements and Wall Street contacts. Prepare written reports on companies under coverage. Recommend securities to be included in client portfolios. Review and provide feedback on other analysts’ investment recommendations. Effectively communicate with institutional clients and consultants regarding Sterling’s investment management process. Required Qualifications Bach

Our client is a leading growth equity firm that focuses on high-growth software, internet, and business services investments. They are seeking an investment professional who will work closely with deal team members at every stage of the investment process, from sourcing and execution to post-investment support. This position represents a unique opportunity for a highly motivated individual to take on a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. Responsibilities: Sourcing Proactively identify, cultivate relationships, and catalyze transactions with the best B2B technology and services companies in the world Represent the firm at industry conferences around the United States Due Diligence and Transaction Execution Lead review of new investments, including quantitative and qualitative analysis, market and industry research, transaction and returns modeling, and company valuation Develop presentation materials for the firm, port

Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. Relocation assistance: is not available for this opportunity. Requisition #: 74287 The Role at a Glance The Data Integration Investment Analyst will consult, analyze, and deliver on complex data analytics and metrics to support goals & objectives for mutual funds including private markets funds. They will also act as a resource to applicable internal/external stakeholders. They will identify more data patterns and trends and provide insights to enhance business decision making. What you'll be doing Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies. Generates reports, and aids in transforming base transactional data into meaningful information to drive informed dialog and strategy development with internal and external stakeholders.

Responsibilities: Collaborate with clients to assess needs, define project scope, provide estimates, and set priorities. Manage project scope, timeline, and deliverables to ensure quality outcomes. Lead requirements-gathering sessions and analyze key business processes. Identify client needs and deliver tailored solutions. Maintain proactive client communication and satisfaction tracking. Coordinate and deliver client training sessions. Provide ongoing support including report development, data quality checks, and integration management. Requirements: Degree or diploma in a related field, or equivalent experience. 5–8 years of Business Analyst experience, preferably in financial services. Strong SQL skills (queries required). Experience with investor reporting and alternative investments highly preferred. Familiarity with JIRA is a plus. Strong communication skills with the ability to translate technical concepts for non-technical stakeholders. Organized, self-motivated, and comfortabl

Investment Analyst Our client, a King of Prussia area investment firm, is immediately seeking an Investment Analyst to join their growing team. Hybrid work environment. The Investment Data Analyst is a newly created position that will be responsible for the development and improvement of investment data. Responsibilities: The Investment Analyst will be responsible for: Reporting and Analytics Functions: Developing analytics on performance, attribution, risk, and liquidity. Maintain and distribute internal and client reports covering performance, positioning and exposures. Data Administration Functions: Oversee and ensure timely receipt of investment data into analytics platforms from various sources. Design and implement tools to reconcile and validate data, ensuring accuracy and consistency. Skills/Competencies: The ideal Investment Analyst will possess these skills: Bachelor’s or Master’s degree in Finance, Economics, Data Science, Information Systems or related field 3 - 7 years’ ex

Investment Analyst Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years. Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress. Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house. As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ uni

Job Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this role you will have the responsibility for managing client relationships and formulating and implementing advice. You will be responsible for new client acquisition, with day-to-day responsibilities including generating and servicing new clients as well as servicing existing high-valued clients. We operate in a hybrid working environment requiring three days onsite and two days remote. What it Means to Work for Prosperity: You will have the flexibility to manage your days in support o