Job Summary
As an Investment Analyst, you operate in a team-based environment with responsibilities in performance reporting, investment manager due diligence, asset allocation modeling, and capital markets research. This is a full-time position with an attractive benefits package and opportunity for advancement. Salary commensurate to level of qualifications and experience.
Responsibilities and Duties
Production of routine (quarterly, monthly, ad-hoc) reports using Paris, Orion, Evestment, and Morningstar technologies and performance systems.
Data entry and reconciliation
Review and analyze performance and risk data
Perform verbal and written performance analysis and strategy descriptions
Maintenance and verification responsibilities on proprietary internal strategy database
Produce proprietary model Fact Sheets, custom client model Fact Sheets, third party manager Fact Sheets, and Portfolio Briefs
Maintain and update custom client investment models.
Work with Director of Research to maintain internal process and protocols for management of central research inbox and associated content.
Coordinate and schedule manager due diligence meetings in accordance with internal manager due diligence protocols.
Conduct routine investment manager due diligence meetings following all internal due diligence protocols as defined by Director of Research.
Participate in Investment Committee meetings including any associated initiatives and responsibilities.
Qualifications and Skills
College degree with a preference given to economics, finance, and accounting majors.
Interest in or progress toward the CFA designation a plus.
Candidate must be very numbers and detail oriented.
Base knowledge of financial markets and economics preferred.
Strong writing and communication skills preferred.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to info@taiberkosmala.comfor consideration.
...Please NOTE LOCATION: ****Cartersville GA / 310 Market Place Blvd**** (across from Walmart) To our guests, Zaxbys is more than just... ...to have fun, spend some time with friends and experience great food. To our team members, Zaxby's is a family. So come on in! We'...
...presentation materials for client and agency presentations Coordinate and participate in project meetings; screen share and navigate BIM model and other exhibits through Zoom, record and issue meeting notes Distribute project deliverables (drawing sets,...
...Overview: Cookie Cutters Haircuts for Kids is hiring Hair Stylists, Cosmetologists, and Barbers! We invite you to apply by submitting your application. About Us: Cookie Cutters Haircuts for Kids is one of the fastest growing franchises in the salon industry and...
...Standing Stone Consulting Inc in Huntingdon, PA is looking for security officers to join our team. We are looking to hire qualified candidates... ...Officer. The Security Officer will provide security at the School District assigned. Training will be provided for qualified...
Off Road Haul Truck DriverIndustry:ConstructionLocation:Aurora, North CarolinaPay Rate:$16.00Experience: Entry Level- Training ProvidedJob Description:The Off-Road Haul Truck Driver must be able to read and follow all operating instructions and...