Working at Gerstein Fisher
At Gerstein Fisher, we are always seeking bright, motivated individuals who want to be part of a team environment with a single focus on doing what's best for our clients, be they individuals, families, or institutions. We look for creative problem-solvers who are eager to contribute their expertise, ideas, and enthusiasm to our collective efforts every day. In addition to these traits, we look for educational and/or professional backgrounds in finance and candidacy for, or completion of, such professional designations and degrees as an MBA in finance or business, CPA, CFP® or CFA.
Specific areas of focus and expertise would include:
- Investment research
- Portfolio management
- Financial planning specialties (e.g. insurance, tax)
- Client relationship management
- Operations