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Job Summary
We are searching for an Investment Associate to help us manage our clients' investment portfolios. In this position, you will work closely with our analysts to make stock purchases and other investments that increase profits. You will be responsible for forecasting market trends, purchasing stocks, and closely observing each client's portfolio for changes. Our ideal applicant has a bachelor's degree in finance and several years of private equity or corporate portfolio management experience. General financial planning or risk analysis experience is also acceptable.
Duties and Responsibilities
Requirements and Qualifications
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