Investment Assistant

Company DescriptionThe client is a long established and growing, privately held Financial Services firm.Role DescriptionThis is a full-time, on-site role based in Allentown, PA, for an Investment Assistant. The Investment Assistant will support various financial operations, including maintaining investment records, analyzing financial data, and preparing reports. Key responsibilities include assisting with investment portfolio management, monitoring market trends, conducting due diligence, and collaborating with the financial team to support the institution's strategic financial goals. The role requires a high level of accuracy, confidentiality, and financial acumen.QualificationsProficiency with financial data analysis, investment portfolio management, and market trend monitoringStrong organizational and time management abilities to handle multiple projects and meet deadlinesProficiency in tools such as Excel, financial software, and other data management toolsExcellent written and verbal communication skills for report preparation and collaborationAttention to accuracy and high ethical standards in handling sensitive financial informationBachelor's degree in Finance, Economics, Accounting, or a related fieldPrior experience in investment management or financial operations is a plus