Investment Analyst
Job Description
We are seeking an experienced and driven Investment Analyst to become a part of our expanding organization. In this role, you will work closely with our financial associates, directors, and corporate leaders to assess potential investment opportunities and evaluate the performance of current investments. Your responsibilities will include monitoring client portfolios on a daily basis, conducting trades and transfers, and analyzing the various funds utilized by our firm. Additionally, we will rely on you to generate regular investment-related reports, such as daily, weekly, and monthly summaries, to help our financial team make informed decisions and meet our clients’ financial requirements.
Responsibilities
- Evaluate current investment performance
- Identify new investment opportunities for clients
- Conduct and manage trading activities
- Research long-term performance of current investment funds
- Prepare regular reports and presentations for clients and leadership
Qualifications
- Bachelor’s degree in business, finance, or related field required
- At least 1 year of professional experience in investment analysis preferred
- Proficiency in Microsoft Office, particularly Word and Excel
- Detail-oriented and self-motivated
- Strong communication and organizational skills
- Ability to work a flexible schedule as required by the job