**Responsibilities** + Collects fundamental research on related companies as requested by FinancialAdvisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios. + Assists in preparation of written industry and company specificreports + Assists in development of financial models for revenue and incomeforecasts. + AssistswithresearchandanalyticsusedinInvestmentStrategywhitepapersforFinancial Advisors. + Assistswithpreparationofpresentations,portfolio/equityanalyses,andproposalsforHigh Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals andtolerances. + Assists with developing individualized client investment strategy for FinancialAdvisor. + Responds to inquiries from Financial Advisors to research and resolveissues. + Preparescustomizedwrittenindustryandcompanyspecificreportsuponrequestto FinancialAdvisor. + Assists in development of financial models to forecast team revenue andincome. + Assists with preparation of scheduled and ad hoc performancereports. + Maintainschecklistsfortrackingperiodicinvestmentmanagers’reviewsbythirdpartyand independent investment managersearches. + Generatesperiodicreportsoninvestmentanalysesandpeergroupcomparisonswith relevant investment benchmarks forclients. + Interfaces effectively with all levels of staff in managingportfolios. + Completes ad hoc projects and reports asassigned. + Performs other duties and responsibilities asassigned. **Education/Experience Requirements** + Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses** + SIE required provided that an exemption or grandfathering cannot beapplied + Series7 + Series 63, 65and/or 66 as required by state + Additional licensesor designations may be required asneeded.