Junior Technical Analyst
Junior Technical Analyst
Joyal Capital Management
Boca Raton, FL
See who Joyal Capital Management has hired for this role
Job Description
Joyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL.
For nearly 40 years, Joyal Capital Management has been highly successful in serving high net worth individuals through proprietary estate planning, financial planning, investment management and business services. The Junior Technical Analyst will play a key role in providing operational support to the Private Client Group (PCG) and Executive team members.
The ideal candidate will demonstrate proficiency in all Microsoft Office programs, exhibit meticulous attention to detail, and maintain a high standard of personal work quality.
Responsibilities:
Joyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL.
For nearly 40 years, Joyal Capital Management has been highly successful in serving high net worth individuals through proprietary estate planning, financial planning, investment management and business services. The Junior Technical Analyst will play a key role in providing operational support to the Private Client Group (PCG) and Executive team members.
The ideal candidate will demonstrate proficiency in all Microsoft Office programs, exhibit meticulous attention to detail, and maintain a high standard of personal work quality.
Responsibilities:
- Support team members in conducting thorough research of existing client files for updates and accuracy
- Assist in preparing client presentations including updating Personal Financial Statements, Business Analysis, Estate Plan Analysis and Binders
- Communicate with insurance carriers to obtain current policy values and illustrations
- Cross reference legal designs with current legal documents
- Manage the processing, tracking, and maintenance of client asset titling
- Participate in client meetings and conference calls as required
- A supportive and professional work environment
- Competitive Salary
- Full Benefits
- Comprehensive training
- Opportunity to advance to a direct client-facing role
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Information Technology -
Industries
Investment Management
Referrals increase your chances of interviewing at Joyal Capital Management by 2x
See who you knowGet notified about new Technical Analyst jobs in Boca Raton, FL.
Sign in to create job alertSimilar jobs
People also viewed
-
IT Business Analyst III
IT Business Analyst III
-
Senior Information Technology Analyst
Senior Information Technology Analyst
-
Senior IT Infrastructure Analyst
Senior IT Infrastructure Analyst
-
IT Technical Support Analyst
IT Technical Support Analyst
-
Information Technology Specialist
Information Technology Specialist
-
System Analyst
System Analyst
-
IT Business Analyst
IT Business Analyst
-
Information Technology Analyst
Information Technology Analyst
-
IT Business Analyst
IT Business Analyst
-
IT Business Analyst
IT Business Analyst
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub