Investment Analyst jobs in Rhode Island
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 Portfolio Sr Mgr
- Citizens
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Johnston, RI
FULL_TIME
-
Description
As the investment portfolio Sr. Manager, you will assist in management of a portfolio within the investment office. This role is designed to provide enhanced opportunity and responsibility. As the candidate grows within the role, will begin with Portfolio reporting and analytics before transitioning to a trading and analytics role through time.
The Initial Primary Roles Responsibilities Include- Reporting & Analytics:
- Development and continued enhancement of month and quarter end reporting that supports ALCO, Board-level, and Investor Relations preparation and presentations
- Development of dashboards supporting the Investment Portfolio, Institutional Hedging, and MSR Hedging on a daily basis that show exposures, statistical analysis, and relation to underlying market data
- Daily economic and market surveillance and intelligence that is broadly communicated
- Model Support: Assess, develop, and/or refine desk and production-based models (BlackRock Analytics) to support the team’s pre-trade analysis and macroeconomic environment evaluation. Utilize desk models to analyze relative value, relation to macro-economic factors, scenario analysis, and hedging strategies, communicating and supporting market thesis’s
- Forecasting: Support for the BAU and stress testing/CCAR forecasting processes associated with the securities and derivatives portfolios.
- Miscellaneous: Actively promote change within the Investment Portfolio, Derivatives and MSR Hedging group, communicate ideas succinctly to Portfolio Managers while working in a team environment, and other ad hoc projects as they arise.
Following demonstration of understanding risk factors that drive the Investment Portfolio, Institutional Hedging, and MSR Hedging, the person will begin learning to apply concepts learned from the reporting, analytics, model support and building, and forecasting. Potential additional responsibilities would include:- Trade Execution: support for the MSR, Investment Portfolio, and Institutional Hedging portfolios across TBAs, interest rate swaps, interest rate options, futures, Agency MBS, CMBS, CMOs, and other Non Agency products
- Driving Strategic Direction: Using an understanding of balance sheet risk factors and management goals that drive CFG performance, develop creative solutions to drive strategic direction of different team pillars or allocation decisions while factoring in macroeconomic and other factors.
- History of model development and/or expert level Microsoft excel skills, along with some coding experience (SQL, VBA, SAS, Python, R)
- Interest in financial markets, bank balance sheets, and developing creative solutions to problems
- Required - Bachelor Degree in Business, Finance, Economics, math, statistics or another related topic
- Progress towards the Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designations
- Hours per Week: 40
- Work Schedule: Hybrid, M-F
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 06/28/2024 - 4 Days Ago
Investment Relationship Manager
- Fidelity Investments
-
Smithfield, RI
FULL_TIME
- 2092942Job DescriptionInvestment Relationship ManagerThe RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager...
- Just Posted
Registered Principal for Investment Operations
- Baystate Financial
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Riverside, RI
FULL_TIME
- Registered Principal for Investment Operations Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Supervisory Operations Team. Responsibilit...
- 1 Day Ago
Investment Relationship Manager
- Fidelity Investments Careers
-
Smithfield, RI
FULL_TIME
- Job Description:Investment Relationship ManagerThe RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM)...
- 1 Month Ago
Senior Investment Manager
- Bank of America
-
Providence, RI
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 1 Month Ago
Regional Vice President of Investment Sales
- Staffing In Motion
-
Newport, RI
FULL_TIME
- Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and...
- 3 Days Ago
Investment Analyst jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$105,599 to $143,374
Most Popular Cities in Rhode Island for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019