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.
...Job Summary CalPortland is seeking a summer intern for the Mojave cement plant. This internship is ideal for a student interested in mechanical engineering. The intern will have the opportunity to work on a variety of heavy capital projects and/or maintenance projects...
Work Where You Matter At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our ...
Exciting Opportunity for a Dermatologist or Dermatology Resident Are you a Board-Certified Dermatologist or Resident Dermatologist looking for an opportunity that allows you to shape your ideal work-life balance ? I'm currently partnering with established practices...
...A & Associates is a reputable staffing agency with a proven track record in screening and recruiting as well as job placement and career development. With more than ten (10) offices throughout the United States, A & Associates is a company that can be trusted to provide...
...The Certified Peer Recovery Coach will enhance the quality of care for women recovering from trauma and substance abuse disorder. Working with the Dove House team to ensure clients reach their goals and are successful is paramount to this position. CPRC Certification...