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Junior Research Analyst

Employer
Zeke Capital Advisors, LLC
Location
Berwyn, Pennsylvania (US)
Salary
Competitive salary with benefits.
Closing date
Dec 16, 2022

View more

Job Function
Wealth Management
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time

Junior Research Analyst

Company Description:

Zeke Capital Advisors, LLC (ZCA), is an independent multi-family office that serves as the investment arm to a select group of clients.  The firm is located outside of Philadelphia in Berwyn, PA.

Job Description:

This is an entry level position.  The analyst will be part of the research team responsible for finding, evaluating, and monitoring investment opportunities.

Responsibilities:

Responsibilities include collection, organization and presentation of data related to existing and potential investments.  For example, updating monthly alternative investment data sheets, producing, and maintaining a variety of portfolio analysis reports on existing client holdings and portfolios, supporting special research and analytical projects.  The analyst will also assist with the creation of PowerPoint presentations.

Requirements:

Qualified candidates possess a bachelor’s degree and high competence in Microsoft Excel, as well as competence with Microsoft Word and PowerPoint. 

The ideal candidate works well in a small, entrepreneurial, and collegial environment and with minimal supervision.  Strong computer and interpersonal skills are a must.  Analytical aptitude, attention to detail and genuine interest in the efficient collection and organization of data will help ensure success.  The position is located outside Philadelphia in Berwyn, PA, very convenient to major highways in the area but not to public transportation.

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