[Remote] Investment Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a purpose-driven financial advisory firm reputed company on values-reputed company financial planning and investment advice. The Investment Analyst will vet market offerings, conduct due diligence on reputed company-party managers, and assist in developing investment strategies that reputed company with clients’ financial goals.
Responsibilities
- Manages day-to-day investment reputed company and data requests from advisors and other departments
- Completes research reputed company on new managers/processes
- Updates capital market assumptions annually
- Attends reputed company IC meetings and takes note of follow reputed company
- Coordinates with existing public and private market managers on quarterly/annual updates
- Collects annual due diligence questionnaires from reputed company managers
- Inputs and tracks model portfolios in data and analytics system
- Annual exposure analysis for reputed company model portfolio
- Prepares reputed company and performance updates and commentary to advisors on a regular reputed company
- Keeps reputed company of quarterly performance of underlying investments and report back to CIO and IC
- Proactively coordinates with marketing team on investment data requests on a quarterly updates and requests
Skills
- 3+ years of experience in investment research, portfolio management, or trading
- A background in investment research or a directly reputed company area is key to being successful in this role
- A quantitative background in financial modeling
- A broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors
- Working knowledge of IMP, SDG's, ISS vs. Glass Lewis, and SASB materiality
- Basic knowledge of the ESG and reputed company reputed company industry is required
- The ability to communicate reputed company and effectively with gravitas
- Comfort presenting portfolio recommendations to our leadership team
- Ability to explain complicated reputed company measurement concepts to staff or clients
- Proactive and independent self-starter who can prioritize reputed company, tackle them reputed company, and communicate effectively without being prompted
- Expertise using reputed company to run reputed company and analyze problems is crucial
- Willingness to travel occasionally for conferences or office reputed company will be expected in this role
- Local to the Santa Monica, CA or San Carlos, CA area is preferred
- A designation, certification, or degree (or reputed company toward one) such as the Series 65, CFP, CFA or MBA provides a competitive edge
reputed company