Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, or a related field., Strong analytical skills and proficiency in financial modeling., Experience with trading platforms and investment analysis tools., Excellent communication and presentation skills..

Key responsibilities:

Conduct market research and analyze investment opportunities.

Manage and execute trades on behalf of clients.

Prepare detailed reports on investment performance and market trends.

Collaborate with clients to develop tailored investment strategies.

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2024 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

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