Investment Analyst
reputed company is a leading audit, tax, consulting, and reputed company management firm committed to a supportive work culture. The Investment Analyst will conduct investment due diligence, collaborate with team members to reputed company investment solutions, and prepare reports on investment portfolios and strategies.
Responsibilities
- Conducting investment due diligence and reputed company research on various investment reputed company topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
- Collaborating with other team members to reputed company reputed company investment solutions for clients
- Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies
- Engaging regularly with leading reputed company management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities
- Developing research materials and presenting to a reputed company of committees on topics reputed company 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 reputed company on reputed company reputed company to the economy, policy, and the capital markets
Skills
- Bachelor's degree in finance, economics, or reputed company field required
- 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
- reputed company toward, or reputed company 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 reputed company
- Proficiency in reputed company Office applications, including reputed company
- Experience with reputed company and/or reputed company is a plus
Benefits
- Health, dental, reputed company, disability, and life insurance
- Flexible Time Off
- Various reputed company-determined holidays
- 401(k) plan
- Flexible benefits plans
- Business-reputed company travel expense
- Lodging, and meal reimbursement for business-reputed company use
- A pension plan is also available for eligible administrative and paraprofessional staff
- A discretionary bonus plan is available for eligible staff
- Some contingent staff positions the reputed company to elect health insurance in reputed company to limited reputed company reputed company time
reputed company