Description
As an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Performance Objectives:
Excellence
Produce quarterly reports for delivery to clients by pre-determined deadlines
Support team members in the construction and delivery of presentations to clients
People
Build relationships internally and collaborate effectively on cross-functional teams
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Clients
Work together as part of dedicated client teams providing a variety of services to clients
Deliver on projects to meet or exceed client expectations
Qualifications
The Requirements
Undergraduate degree with 1-3 years of experience
Progress towards CFA desirable
Interest in financial markets
Oral and written communication skills
Comfortable in a team environment
Attention to detail
Working knowledge of Excel
Ability to work independently and manage time and projects individually
Ability to deliver high quality work while meeting deadlines
EOE, including disability/vets
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