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.
...Job Title:Project/Program Manager Duration: 12 Months Location:[Remote] ***Due to client requirements this role is only open to USC or GC candidates*** Job Summary: Project Details: Manage/administer smaller programs or a phase of a larger program to...
...We are seeking an experienced Sr. PPC & AI Marketing Analyst to lead and optimize our paid media campaigns and leverage AI-driven marketing... ...strategies. In this role, you will manage multi-channel paid search campaigns, drive automation, and use AI tools to maximize marketing...
We are seeking a detail-oriented and dynamic Logistics Manager to join our operations team. The Logistics Manager will be responsible for overseeing the transportation, distribution, and storage of goods across our supply chain. In this role, you will ensure efficient...
...Certified Arborist Location: Williamsburg, VA Salary: About the Position The Certified Arborist will assist in scheduling, management, and implementation of the daily maintenance of Colonial Williamsburg trees. This position is deemed essential personnel...
...Very nice community to practice medicine with lots of recreation. Geographically close to Finger Lakes in a beautiful part of NY, while also having good proximity to Buffalo, Toronto and Erie. J1 and H1b Visa sponsorship available. Salary Range: $265,000 - $281,666....