About this role
Sr Investment Associate at Ntrs. Location: Austin, Texas, United States. Role: preparing materials, setting up, ordering reports Requirements: 1-3 years in financial services; knowledge of investment products and terminology; CFA/CFP coursework; ability to prepare client materials and assist advisers. Category: Finance and Accounting Seniority: Mid Level Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English