Product Analyst at HJ Sims

Do you have 5 years of work experience in wealth/asset management? Are you skilled in due diligence, portfolio construction and investments? Do you have a passion for research, and the discipline for detail and accuracy? Would you like considerable freedom to structure your position and create your own imprint? If so, HJ Sims, is looking to hire you as a Product Analyst for its Wealth Management Consulting Group (WMCG).  Flexible location:  Boca Raton, FL; or, Austin, TX; or Fairfield, CT. You will join a collaborative, collegial culture of bright, competent, hard-working people.  
Candidate will:
         Perform highly technical tasks
         Assist in training of future WMCG team
         Provide sales support for Sims Advisors and the Wealth Management department
         Assist advisors in developing asset allocations and investment plans for clients
         Have general knowledge of wealth management products (individual securities, alternatives, annuities, fee-based accounts, mutual funds and UITs)
         Be proficient in the wealth management consulting process
         Provide training to Registered Representatives to better serve their clients; present materials at seminars
Position Requirements
         Four-year college degree
         Expertise in appropriate procedures and business concepts
         Minimum of five years of relevant experience
         Series 7 and 66; or if not, willingness to obtain them on a set schedule
         Very proficient in Microsoft Excel, PowerPoint, Word and Outlook, and mastering new systems
         Familiarity with Sales Force a plus
         Experience with videotaping and Skype a plus
         Insurance licensing a plus
         Travel required
Personal Qualities
         Excellent communications skills in writing, speaking, and presenting
         Strong analytical, problem-solving skills
         Highly motivated with a keen desire to learn
         Goal oriented with excellent time management skills
         Takes initiative 
         Strong interpersonal skills
         Strong negotiating skills
         Able to stay calm, focused, prioritize and multi-task
         Trustworthy, energetic with a positive outlook sense of humor
If this position is a strong match for your background/experience, please email your resume to:; 860-267-690

HJ Sims, established in 1935, is a full-service investment bank specializing in structuring and underwriting senior living and long term care financings, including tax exempt and taxable bonds, mezzanine loans, equity, seed money, bank financing, and FHA-insured loans. HJ Sims also provides financial advisory services in the areas of capital planning, restructuring and mergers & acquisitions. For more:

Karla Hammond

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This posting was generated from the NEAG Contact Form.

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