Investment Analyst jobs in the United States
Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Meketa Investment Group
-
Carlsbad, CA
FULL_TIME
-
Investment Analyst
The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.
Required Skills:- MBA, CFA Program, and/or CAIA Program enrollee (or designee)
- A minimum of three years of relevant experience, ideally in finance/investing
- Sound understanding of economic and investment theory and practices
- Solid quantitative skills, including facility with financial and statistical concepts
- Superior written and verbal communication skills
- Superb computer skills, including facility with Microsoft Office Suite
- Excellent attention to detail
- Ability to gather, organize, coordinate, and interpret data from disparate sources
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well with employees from other company departments and offices
- Ability to travel periodically, up to 20% of the time
Essential Responsibilities:- Participate regularly in client meetings for one or more clients.
- Contribute to the firm’s research activities, as needed.
- Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
- Calculate and verify client-related investment data.
- Gather and organize financial data related to client accounts and investment managers and strategies.
- Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
- Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
- Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
- Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
- Develop resources that create and enhance timely and efficient workflow.
- Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
- Fulfill any and all other duties deemed necessary by management.
Job Performance Evaluation Criteria Include:- Accuracy and timeliness of work product
- Growth in knowledge base, including general investment and economic topics, as well as client-related issues
- Degree to which specialized knowledge is communicated and available to other investment staff
- Level of proficiency with investment-related software
- Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
- Contribution to improvements in the quality of the company’s investment advisory services
- Contribution to improvements in the efficiency of the company’s analytical processes and procedures
- Maintenance of good working relationships with other employees
- Levels of satisfaction of consultants as users of the Analyst’s services
- 25 Days Ago
Investment Data Analyst
- TIFF Investment Management
-
Radnor, PA
OTHER
- Firm OverviewTIFF is a leading asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other...
- 11 Days Ago
Investment Performance Reporting Analyst
- IMG Voya Investment Management LLC
-
San Diego, CA
FULL_TIME
- Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
- 6 Days Ago
Alternative Investment Analyst
- West Virginia Investment Management Board
-
Charleston, WV
FULL_TIME
- Alternative Investment Analyst The West Virginia Investment Management Board is accepting resumes for an Alternative Investment Analyst. This is a full-time position that offers a great work/life bala...
- 13 Days Ago
Investment Analyst - Private Debt & Equity
- NM Investment Management Co
-
Milwaukee, WI
OTHER
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Capital (NMC) is a committed investor in the private...
- 2 Days Ago
Investment Operations Analyst - Public Markets- Middle Office
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
- 26 Days Ago
Investment Analyst jobs at Popular Companies
Asset Management - ART External Client Advisor - Vice President
- JPMorgan Chase
-
Columbus, OH
- Introductory Market Language Our Sales teams help our clients build stronger portfolios, for institutions, intermediarie...
- 5/31/2024 12:00:00 AM
Wealth Management, Trust & Estates, Closely Held Asset Management-Vice President
- JPMorgan Chase
-
Columbus, OH
- JPMorgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth man...
- 5/31/2024 12:00:00 AM
Operations Specialist - Transfer Agency
- Meeder Asset Management Inc
-
Dublin, OH
- EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will re...
- 5/30/2024 12:00:00 AM
Internal Consultant - Sales & Service
- Meeder Asset Management Inc
-
Dublin, OH
- EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will re...
- 5/30/2024 12:00:00 AM
Intern - Public Funds
- Meeder Asset Management Inc
-
Dublin, OH
- EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will re...
- 5/30/2024 12:00:00 AM
IT support specialist
- S R INTERNATIONAL INC
-
Columbus, OH
- Job Description Job Description Requirement Description: ** Will be required to be full time onsite (5 days a week) at 1...
- 5/30/2024 12:00:00 AM
Principal, Enterprise Asset Management and Supply Chain Job Details | Black & Veatch Family of Companies
- Black & Veatch
-
Columbus, OH
- **Principal, Enterprise Asset Management and Supply Chain** Date: May 31, 2024 Location: US Company: Black & Veatch Fami...
- 5/29/2024 12:00:00 AM
Associate Financial Advisor
- Edward Jones
-
Reynoldsburg, OH
- Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward...
- 4/4/2024 12:00:00 AM
Income Estimation for Investment Analyst jobs
$100,887 to $136,974