Investment Analyst

Investment Analyst Key duties and Responsibilities:
In depth research and portfolio analytics
Attend and interface for due diligence for investment opportunities- track investments and performance results- report to Partner and advisor team

• Create client-ready, portfolio analysts’ reports with relevant insights:
• Provide commentary on asset allocation frameworks (e.g., Efficient Frontier analysis)
• Critique manager selection and portfolio construction processes
• Synthesize pertinent findings and research to arrive at portfolio recommendations
• Create effective feedback loop to ensure proper client follow up and execution
• Create frameworks for analyzing alternative investment and risk scenarios
• Prior experience in client facing roles preferred
• Deliver and effectively articulate analysis to key team members- client ready reports
• Communicate clearly written reports and in person to interface in client meetings
• May help to develop and market investment portfolios and solutions to the end client

Work Experience / Knowledge:

• 2-4 years’ relevant experience in security analysis, investment management, or accounting
• CFA or on track to CFA
• Series 7, 63
• Accounting or Finance degree required (e.g. MBA, Finance, Economics, etc.)
• Technical understanding of portfolio construction, asset allocation, and risk management
• Ability to synthesize and communicate complex quantitative and investment concepts and ideas to investors
• Interest in Wealth management for HNW clients, Non-Profits and Endowments

Skills / Other Personal Attributes Required:

• Excellent verbal and written communication skills
• Strong organizational skills and detail orientation
• Open minded, flexible, and willing to listen for other people’s opinions
• Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required