Job Description

Investment Analyst

Financial services company that specializes in creating investment solutions for retirement plans is seeking an Investment Analyst. They will be responsible for conducting investment manager due diligence, generating proposal reports, and maintaining and improving proprietary statistical models. This is an onsite position.

Responsibilities

• Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
• Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
• Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
• Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
• Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
• Maintain and improve proprietary statistical models used for investment analysis and decision-making.
• Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
• Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

Qualifications

• Bachelor's degree in economics, finance, accounting, or computer science.
• 0-3 years of experience in financial services, preferably with exposure to retirement plans.
• CFA Level I candidate at minimum.
• Series 66 or 65 FINRA License.
• Excellent communication skills, with the ability to effectively engage with external partners.
• Internal motivation and a proactive approach to problem-solving.
• Mastery of Microsoft Office applications.

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