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WFS - WM Equity Analyst
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- West Financial Services (WFS) is currently recruiting for a WM Equity Analyst.
- The Equity Analyst is responsible for performing research and analysis on market trends and investment options.
- Provides information and makes recommendations to the Chief Investment Officer (CIO), Investment Committee and Research Group of West Financial Services (WFS) on advisory service products and investment selection.
- Works with Chief Investment Officer in the development of the investment philosophy and strategy.
- Perform due diligence on outside mutual fund managers, which includes but is not limited to, conducting mutual fund manager searches, identifying and monitoring appropriate indexes and benchmarks for mutual fund managers, reviewing mutual fund manager performance, and identifying changes to the buy list.
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