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.
The Director, Brand and Agency Sales will lead our sales efforts with key client and agency partners. As an individual contributor,... ...strategies that allow us to deliver cross channel display and CTV advertising campaigns from our target brand and agency prospects in the...
...re:fab is onboarding licensed plumbing subcontractors for two upcoming commercial job in Bartlett and Memphis-accepting bids now Subcontractor (Immediate Work Available)re:fab Painting & Renovation Company | 33+ Years in Business Location: Local commercial projects...
Founded in 1963, Everglades Equipment Group is a family owned and operated full-service John Deere dealership with 19 locations covering central and south Florida. Everglades Equipment Group serves a wide range of customers from some of the largest agricultural producers...
...ability to be counted on every morning. Interested in a stable, long-term role supporting a high-level executive. Part-Time Personal Assistant Childcare & Household Support Location: Boca Raton, FL Schedule: Monday Friday Compensation: $20/hour + mileage...
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Join Spectrum and unlock your potential with competitive pay starting at $18/hour, plus lucrative incentives that can bring top performers...