Investment Analyst

Essential Duties And Responsibilities

• Perform research and analysis on current and prospective investment options as directed by portfolio managers
• Present research findings to Investment Committee, CIO, and/or investment portfolio managers to assist in investment decision process
• Monitor economic, market, and political dynamics relevant to investment strategies
• Evaluate portfolios to ensure distributions are implemented correctly and appropriate levels of cash are maintained in all client accounts
• Responsible for buying and selling securities as directed by investment portfolio managers
• Perform daily operational processes
• Engage with other departments to support operational effectiveness, providing support in areas such as compliance and reporting
• Create ad hoc reports and analyses as requested by investment portfolio managers
• Setup and maintenance of client accounts in proper investment strategies
• Maintain the firm's investment performance reporting and various investment-related databases
• Active participation in the firm's Investment Committee
• Partner closely with financial planners and client relationship associates in trade related matters and ad hoc client requests
• Contribute investment-related content for the firm's newsletter

Knowledge, Skills, And Abilities

• Excellent communication skills (verbal, written and listening)
• Competent in investment concepts, modeling, strategies, and oversight
• Proficient in Microsoft Office Suite required
• Demonstrates personal integrity, honesty, and ability to deal with confidential information
• Ability to deal with stress in an ever-changing investment market and financial services industry
• Excellent time management and organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems
• Strong work ethic and attention to detail
• Ability to work independently and within a team environment on a variety of projects, receive instructions from a number of people and meet project deadlines
• Understanding and intellectual curiosity of equity, fixed income, currency, commodity, and alternative markets

Education And Experience

• Bachelor's degree, preferably in Finance, Economics, or related field
• 1-4 years of investment/investment analysis experience
• FINRA Series 7, 65 or 66 licenses (optional but desirable)

Benefits

• Full health, vision, dental
• 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees)