Investment Analyst

Role Overview

• Participate in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases
• Prepare investment performance reports for clients (with direction / supervision / support from senior team members)
• Gather qualitative and quantitative data from external managers, custodians and other data providers
• Calculate investment performance statistics; Create and modify charts and tables; Draft investment manager performance commentary; Draft emails and letters in collaboration with consultants and peers
• Analyze portfolio characteristics, performance, drivers of return, manager investment style and adherence to stated mandates on a quarterly basis
• Collect and verify data required for quarterly performance reporting including interpreting and analyzing the data, as well as supporting the communication of relevant information in a timely and accurate manner to the client
• Take initiative by proposing solutions to issues and problems around timeliness, effectiveness, quality and practicality in addressing client needs
• Provide research and technical support for continued development of internal database of investment managers
• Draft ad hoc reports and memos for internal and external clients
• Ensure that quality control and service standards are followed for all projects
• Develop and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate
• Attend internal training sessions to build knowledge of industry topics and trends

Requirements

• Excellent mathematical and technical skills
• Strong attention to detail
• Exceptional client focus with strong professional acumen
• Excellent communication, project management and presentation skills
• Strong work ethic and ability to work under tight deadlines
• Highly organized, ability to take initiative and be independent
• Above average skills in MS Suite (MS Word, Power Point, and Excel)
• Ability to work with a variety of investment excel-based tools
• Passion for investments
• Analytical mindset and a natural curiosity to look behind the numbers
• Bachelor’s degree is required, preferably in business, Finance or Economics (and related courses in investments)
• Nice to haves: Completion of CFA Level 1 exam

Benefits

• Comprehensive total rewards package highlighting competitive salary and bonus structures
• Minimum 3 weeks of vacation
• Flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched pension
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunities to develop your skills
• And much more…