Analyst, Investment Management

Primary Responsibilities

• Aid in custom portfolio construction and implementation
• Support strategy changes and deployment schedules
• Develop expertise in proprietary portfolio models and investment products
• Create and maintain client balance sheets and performance reports
• Analyze investments at various security and company levels as needed
• Prepare performance reports for external private investments
• Engage in client-directed equity, fixed income, and option trading
• Create subscription agreements for alternative investments
• Collaborate with Client Service teams on cash-related activities
• Monitor and manage cash drag and tax-loss harvesting opportunities
• Evaluate portfolio holdings for enhancement and present ideas to senior associates

Requirements

• Bachelor’s degree with 2+ years of relevant professional experience
• Strong working knowledge of Microsoft Excel
• Interest in investments and portfolio management
• Attention to detail and strong analytical skills
• Ability to respond to client communications promptly
• Willingness to undergo a background check and provide proof of vaccination

Qualifications

Our ideal candidate is analytical, detail-oriented, and eager to learn and grow within the investment management team. They should also possess a natural interest in current market trends and economic forecasts, and be skilled at problem-solving and multitasking.