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.
Server Are you passionate about providing exceptional service to guests in a fast-paced environment? Do you thrive in a role where you can anticipate and fulfill customers' needs with a smile? Welcome to our team as a cashier! In this role, you will play a crucial part...
...RELOCATION ASSISTANCE: CLEARANCE TYPE: TRAVEL: Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and...
...Job Details The Physical Therapist is responsible for the evaluation, treatment, and discharge planning of all patients referred for their... ...plans and care. Essential Functions Provide therapy evaluations, treatment planning, treatment interventions and...
Benefits: ~401(k)~401(k) matching ~ Flexible schedule ~ Free uniforms ServiceMaster Clean is a well-established commercial cleaning company looking for a full-time commercial cleaner in the Tacoma area. $500 hiring bonus after 45 days. Job Position Description...
...who is looking to grow their skills in a stable, team-focused production environment. While rail-breaking experience is preferred, we... ...Inspect product quality and ensure compliance with USDA and food safety standards. Work closely with packaging to ensure orders...