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.
...decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } REGISTERED NURSE (RN) - MEDICAL SURGICAL | PER DIEM JOB OVERVIEW Seeking a compassionate and skilled Registered Nurse (RN) - Medical Surgical for a per diem...
...and Duties Under the direction of the Senior Transportation Engineer, the incumbent is responsible for supporting the District in implementing... ...for one or more of the following roles within the District's Traffic Safety Branch: Traffic Safety investigations; Traffic Accident...
...pricing to support the success of small business owners. As we continue to expand, we are seeking an experienced logistics professional to optimize our international transportation network while driving cost savings, operational excellence, and supply chain efficiency....
Larimer Law in Upstate, NY is hiring remote Attorneys for new matters. THE COMPANY: Larimer Law, PLLC, has offices in Rochester... ...attorneys who are trained and experienced in electronic document review, information governance and data management. Our company works...
...Pace is seeking an Owner/Operator Delivery Driver with their own CARGO or SPRINTER van in our Metairie/New Orleans market. Join Pace's carrier network and grow your business with consistent, dedicated routes!As a delivery driver in Pace's Preferred Carrier Network, you...