**Job Summary**

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

**Essential Duties and Responsibilities**

+ Collects fundamental research on related companies as requested by Financial Advisors.
+ Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
+ Assists in preparation of written industry and company specific reports