Investment Analyst

What to Expect (Job Responsibilities)

• Monitor global market trends, regulatory developments, and emerging risks to inform research priorities
• Evaluate and manage relationships with external investment management firms
• Conduct regular monitoring and reporting on approved investment managers
• Maintain internal databases on investment management firms to enhance information flow
• Produce high-quality research notes, commentaries, and presentations with a focus on accuracy and clarity

• Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred
• 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
• Excellent written and verbal communication skills

• Experience in multi-asset analysis and portfolio construction
• Familiarity with proprietary research tools and frameworks for evaluating investments
• Strong time management, organizational, and interpersonal skills

• Salary up to $160,592
• Comprehensive benefits package including medical, vision, and dental insurance
• 401K with a generous match and pension plan
• 11 paid holidays and paid vacation
• Opportunities for professional development, including tuition reimbursement
• A supportive and inclusive work environment

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