Financial Analyst | Institutional Retirement Plans

About the role

Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios.

Responsibilities

• Timely and accurately complete monthly and quarterly client performance reports
• Aid with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation
• Coordinate portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed
• Participate in ongoing due diligence of investment managers, including database documentation
• Aid the consultant in all areas of client service and meeting preparation
• Perform additional responsibilities as assigned

Requirements

• Bachelor's degree required (Finance, Economics or Accounting is a plus)
• Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications is a plus
• Zero to two years of investment advisory, management, or related experience
• Possesses fundamental knowledge of investment/financial services industry
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint); prior experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance or Envestnet a plus
• Experience performing work that requires initiative and leadership skills
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing