Investment Portfolio Associate (Carlsbad, CA)

**Responsibilities**

+ Collects fundamental research on related companies as requested by FinancialAdvisors.
+ Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios.
+ Assists in preparation of written industry and company specificreports
+ Assists in development of financial models for revenue and incomeforecasts.
+ AssistswithresearchandanalyticsusedinInvestmentStrategywhitepapersforFinancial Advisors.
+ Assistswithpreparationofpresentations,portfolio/equityanalyses,andproposalsforHigh Net Worth and institutional clients and prospects.
+ May participate in client meetings to identify client goals andtolerances.
+ Assists with developing individualized client investment strategy for FinancialAdvisor.
+ Responds to inquiries from Financial Advisors to research and resolveissues.
+ Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto FinancialAdvisor...