Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
Collaborating with other team members to provide sound investment solutions for clients.
Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities.
Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.

Bachelor’s degree in finance, economics, or related field required
1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
Progress toward, or intent to pursue, the CFA designation
Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
Passion for learning and deep interest in the capital markets, economy, and investing
Proficiency in Microsoft Office applications, including Excel
Experience with Morningstar and/or Bloomberg is a plus

Investment Analyst

Key skills