Investment Analyst

Townsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support.

• Providing analytical support to portfolio managers and consultants for client strategy development and efficient portfolio planning/construction.
• Using and improving upon various portfolio planning models and analytical tools.
• Monitoring client portfolio activity and underlying positions.
• Conducting performance measurement and attribution for various clients.
• Writing and reviewing quarterly performance reports to clients.
• Interacting with various institutional clients to provide necessary support on a daily basis.
• Drafting and presenting portfolio performance reviews and other presentations to institutional clients' staff and board members.

• Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.

• Bachelor's degree in finance or related field required.
• A strong working knowledge of MS Office products, particularly excel
• Strong analytical and quantitative skills.
• A high level of intellectual curiosity.
• Self-starter, capable of working in a fast-paced environment and managing multiple projects simultaneously.
• Superior, written and verbal communication skills and the ability to work effectively in a team-oriented environment.
• Any background or previous involvement in real estate, private equity or investment management preferred.