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As an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Performance Objectives:

Excellence

• Produce quarterly reports for delivery to clients by pre-determined deadlines


• Support team members in the construction and delivery of presentations to clients

People

• Build relationships internally and collaborate effectively on cross-functional teams


• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Clients

• Work together as part of dedicated client teams providing a variety of services to clients


• Deliver on projects to meet or exceed client expectations

The Requirements

• Undergraduate degree with 1-3 years of experience
• Progress towards CFA desirable
• Interest in financial markets
• Oral and written communication skills
• Comfortable in a team environment
• Attention to detail
• Working knowledge of Excel
• Ability to work independently and manage time and projects individually
• Ability to deliver high quality work while meeting deadlines

EOE, including disability/vets