This position is responsible for researching and analyzing financial conditions and performing asset allocation research. You will develop quantitative models and qualitative reports for the GenSpring Portfolio Strategists and recommend suitability of companies or industries for investments
Founded by families for families in 1989 as Asset Management Advisors (AMA), GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE:STI), is one of the nation’s premier wealth management firms for ultra-high net worth families. With nearly $15 billion under advisement, GenSpring has been chosen by more than 600 families to manage their wealth across generations. GenSpring is headquartered in Palm Beach Gardens, Florida and has local family offices in Atlanta, Charlotte, Greenwich, New York City, Miami, Orlando, Palm Beach, Tampa Bay, Sarasota, Washington, DC and Phoenix. SunTrust is an EOE. M/F/D/V.
We have an opening in our New York City office for an Investment Group Analyst. This position is responsible for researching and analyzing financial conditions and performing asset allocation research. You will develop quantitative models and qualitative reports for the GenSpring Portfolio Strategists and recommend suitability of companies or industries for investments. The Analyst will also provide fundamental and technical data to GenSpring Portfolio Strategists and LFO investment professionals. You will conduct studies of industry group, corporations of small to medium size, or specific securities.
Minimum Requirements: • 4 years of investment related research experience. Must possess mid-level research knowledge and skills. • College degree preferably in Finance, Accounting or Economics
Preferred Requirements: • Has completed or is working on MBA and/or CFA • Local candidates preferred.
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