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  |  July 3, 2022

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05/18/2022

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Independent Wealth Manager

Company Summary

NYC real estate and investment firm with over 3 million square feet of assets under management and a market capitalization of over $2 billion.

Investment portfolio in the office, retail, hotel and multifamily sectors. Additionally, asset management team participates in venture capital, stock market, and other ventures.

Job Description

We are seeking highly motivated people with vision and drive to continue to grow a successful asset management business and investment vehicle.

A special opportunity to join one of New York’s leading real estate investment firms from the asset management side.

Responsibilities & Duties

Make investments in startups, stocks, commodities, and other sectors
Analyze financial information and determine investment strategies
Lead fundamental technical analysis on equity research
Primary advisor of firm’s existing portfolio
Work with financial planning software to prepare plans and projections
Work with asset management platforms and portfolio management software
Prepare tax projections and returns
Study stock charts and research comps

Qualifications & Skills

Bachelor’s degree in finance or relevant field (ex: economics, accounting)
5-10 years experience in finance (preferably asset management)
Strong verbal and written communication skills
Strong persuasive and interpersonal skills
Technologist-type background and highly proficient software user
Salary & Benefits
Competitive salary with performance-based pay program
Company-provided health insurance
Mentorship and learning opportunities
Professional growth opportunities
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