Investment Analyst

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $160,592
• Competitive benefits package including 11 paid holidays, paid vacation, medical, vision, and dental insurance
• 401K with generous match and pension plan
• Tuition reimbursement and banking discounts
• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment

• Monitor global market trends, regulatory developments, and emerging risks to adapt research priorities
• Evaluate and manage ongoing relationships with outside investment management firms
• Conduct regular monitoring and reporting on approved/core investment managers
• Maintain internal databases on outside investment management firms to facilitate information flow
• Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness

• Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred
• Minimum of 3 years of experience in investment research
• Understanding of global capital markets, investment vehicles, and manager research processes
• Strong analytical skills with experience in quantitative and qualitative research methodologies
• Solid written and verbal communication skills

• Experience with multi-asset analysis and portfolio construction
• Demonstrated ability to work effectively both independently and as part of a team
• Familiarity with compliance laws and regulations applicable to the financial industry

#Financial Services #Investment Research #Career Opportunity #Competitive Pay #Benefits Package

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