Investment Analyst

• Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
• Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
• Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team’s regular research reports.
• Prepare customized analyses and exhibits for clients and other colleagues as requested.
• Respond to client inquiries that pertain to research and data that the team produces.
• Work closely with other IAs on the team to ensure there is sufficient support provided on both long‑term research projects and daily assignments.
• Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up‑to‑date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.

• Strong academic credentials; BA/BS required.
• Interest in and familiarity with investment and financial concepts is essential.
• Desire to work with endowments, foundations, and nonprofit institutions.
• Demonstrated analytical and organization skills.
• Excellent oral and written communication skills.
• Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
• Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
• Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
• Eligibility to work in the U.S. without sponsorship or restriction.

Demonstrates strong analytical and organizational skills in managing investment and financial data, ensuring data integrity and effective communication with clients and colleagues. Proficient in utilizing Microsoft Office Suite and AI tools to enhance data analysis and research reporting.

• Investment And Financial Concepts
• Data Analysis
• Microsoft Excel
• Microsoft Power Point
• Analytical Skills

• Data Collection
• Data Integrity
• Customized Analyses
• Research Reporting
• Project Management

• Communication Skills
• Organizational Skills
• Client Service

• Endowments
• Foundations
• Nonprofit Institutions

• Microsoft Office Suite
• ChatGPT
• Claude