In this role you support Financial Advisors by conducting portfolio and market research, building financial models, and preparing investment analyses for high-net-worth and institutional clients. You will produce industry and company research, develop forecasts, and assist with client-facing presentations and proposals. You work closely with cross-functional teams to clarify information and help shape investment strategies. This is a hands‑on role in a client‑first, data‑driven environment that emphasizes rigorous analysis and actionable insights.
- medical, dental, and vision benefits
- life insurance and disability benefits
- retirement savings plan
- paid time off including vacation, holidays, sick leave
- parental leave
- discretionary bonuses or compensation components
- Collect fundamental research on related companies as requested by Financial Advisors
- Use analytical tools and methodologies to research investments, asset allocation, and portfolio comparisons
- Prepare written industry and company-specific reports
- Develop financial models for revenue and income forecasts




- Support Investment Strategy white papers and advisor-facing materials
- Assist in preparing presentations and portfolio/equity analyses for HNW and institutional clients
- Participate in client meetings to understand goals and tolerances
- Contribute to individualized client investment strategies
- Respond to advisor inquiries to resolve issues
- Produce customized reports on industry and company dynamics
- Create and maintain performance and review reports
- Maintain checklists for third‑party and independent manager reviews
- Generate periodic investment analyses and peer benchmarks
- Interface with staff at all levels to manage portfolios
- Complete ad hoc projects and reports as assigned
- Bachelor's degree in a related field and 3 years' experience in financial services with emphasis on market research and analysis
- Series 7 and/or 63/65/66 as required by state
- FINRA certificatio

📌 Investment Portfolio Associate (Napoli)
🏢 Experteer Italy
📍 Napoli