About this role
Investment Analyst at Ascensus. Location: Newton or Boston. Role: Create grid, Due diligence, Benchmark analysis Requirements: Bachelor’s degree required; 5+ years in financial services; CFA/CIMA/CFP a plus; Series 65/66; advanced Excel/PowerPoint/Word; strong communication; independent work. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, PowerPoint, Word Certifications: series 65/66 Commitment: Full Time Workplace: Onsite Languages: English