Investment Associate
Position Summary
The primary responsibility of the Investment Analyst is to support Portfolio Managers and other members of the Investment Department. The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research markets and securities, plan and input trades, and prepare research reports and client documents. The position requires advanced computer, analytical and communication skills. The candidate will support, and be mentored by, multiple senior team members.
PRIMARY RESPONSIBILITIES
- report preparation
- portfolio analysis
- investment research and trade input
DESIRED SKILLS/EXPERIENCE
- 2 plus years’ experience in related field desired but NOT essential - this is an entry-level position.
- Advanced Excel skills with an emphasis on building formula-driven workbooks and models
- Strong PowerPoint skills with an emphasis on designing high-quality deliverables
- Experience with FactSet and Bloomberg desired but not essential.
- Experience with Addepar desired but not essential.
- Proven quantitative/analytical skills
- Strong verbal and written communication skills
- Demonstrated experience in time management and deliverables
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $65,000 - $85,000.
Equal Opportunity Employer
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