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.
...this is the chance you have been looking for to take your career to the next level. If you're ready for a fresh challenge or just some extra cash, this opportunity is perfect for you. Event Staff Responsibilities: Extend a warm and inviting welcome to event attendees...
...offer Career Path Options to:Women's & Children'sIntensive Care Unit (ICU)Emergency Department (ED)Float Pool New RN Incentives:$5,000 Sign-On BonusNo Contract Required!RN Loan Forgiveness Program to aide in paying off your RN student loan debt.Up to $370 per month...
Scope of Position:Mestek, Inc, a leading HVAC equipment manufacturer, is seeking an experienced HVAC Technical Service Representative to provide technical support for our HVAC products, including troubleshooting, application assistance, and system optimization. This role...
...seeking a diligent and detail-oriented Hotel Housekeeper to join our dynamic team. The successful... ...a plus. - Flexibility to work varied shifts, including weekends and holidays.... ...position which will require work on weekends, nights and holidays. Please, no phone calls...
...recovery modalities, Free orthopedic evaluation and treatment (first time), Discounted follow-up treatments~30% off Retro Blends... ...Compensation: $30.00 - $45.00 per hour With more than 120 gyms open or under development across the US, Retro Fitness offers multiple...