Investment Analyst jobs in Pennsylvania
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 Data Analyst
- TIFF Investment Management
-
Radnor, PA
OTHER
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Firm Overview
TIFF is a leading asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable organizations. Our primary objective is to enhance investment returns for our members while also optimizing their costs and reducing their administrative burden. For over 30 years, TIFF has strived to be the nonprofit community’s most trusted investment partner. We specialize in providing investment solutions that help our members fulfill their mission and achieve their financial goals. We offer two primary solutions for our members – comprehensive advisory solutions, and more specialized asset class specific solutions.
Department & Team Overview
The Reporting and Analytics group is a component of TIFF’s Operations Department alongside the Fund Operations group. The groups core functions include internal/external investment reporting, producing routine and ad-hoc analytics on TIFF’s investment portfolios and client solutions, and maintaining the data and systems that support this work. The Reporting group functions as key support for TIFF’s Investment & Risk Teams, providing portfolio positioning and exposure data used in decision making on our investment products. The group also provides the Client Strategy Team the critical data-oriented content needed to service end clients. Sitting between TIFF’s Investment Teams and Client CIO Group, the Reporting & Analytics group plays a critical role in disseminating accurate information on TIFF’s mandates and providing subject expertise and analytical capability to support the firm.
Position And Responsibilities
The Investment Data Analyst will assist in the validation and maintenance of data on TIFF’s vehicles and customized portfolios across various systems, leveraging this data to calculate and produce analytics and reporting. The position is a junior role on the team. Commensurate with experience and growth, this role will also take on analytics and reporting of increased complexity and importance.
Responsibilities Include But Are Not Limited To.- Support the routine reporting and analytics needs of several key clients on a monthly, quarterly basis – construct, maintain and distribute detailed materials on portfolios and develop a strong understanding of each client’s portfolio and relationship dynamics
- Assist with oversight of various performance, holdings and exposure data within our internal systems (Solovis, Factset, Canoe, and proprietary systems)
- Support ongoing improvements to our analytics platforms and technology systems, while maintaining consistency of reporting quality
- Collaborate across departments to source opportunities to add value across internal/external reporting and enhance the data management processes in place
- Maintain and distribute weekly internal portfolio monitors and attribution reports
- Maintain and distribute analytics-oriented materials for client presentations and other external reporting such as Factsheets and performance reports
- Support in the calculation of ad-hoc analytics related to consolidated performance, attribution, risk, asset allocation, and exposure in support of client requests or business development
- Communicate cross-functionally across departments such as Investments/Risk, Finance, Compliance, and Member Strategy on gathering data and developing analytics for various ad-hoc requests.
- Provide guidance to junior members of the team on best practices and process improvement
- and performance analysis.
- Self-starter with proven skill in evaluating open-ended requests and developing effective solutions
- Must be comfortable assembling or learning to assemble all aspects of a deliverable, from manually sourcing raw portfolio data to putting together the calculations and assembling a final exhibit.
- Ability to scope needs and work with disparate data sources to construct custom analysis.
- Strong understanding of performance measurement and investment analysis concepts
- Data-driven, analytical, with the ability to construct models and tools for calculations and distill results in concise and informative ways.
- Excellent attention to detail with ability to multi-task across short- and long-term projects and prioritize work.
- Strong organizational and communication skills, and comfortable working across different technology platforms or third-party systems to source data
- Highly proficient with Microsoft Excel and PowerPoint
- Familiarity with Factset, Bloomberg and/or a portfolio management software like Solovis, Addepar, Kurtosys etc. is welcome, but not required.
An Opportunity to Thrive
We passionately believe in doing good, for the greater good; it’s the reason TIFF was founded. And we believe that all individuals deserve the opportunity to be part of an inclusive environment where they can thrive.
TIFF strives to promote and preserve a diverse, equitable, and inclusive culture that has a lasting impact on our staff, as well as our business partners and members. Through our unique differences, knowledge, and experiences, each TIFF staffer makes significant contributions to our firm’s culture and, ultimately, our success.
We Provide- Competitive salary with bonus opportunity
- Up to 23 days of Paid Time Off PLUS up to 12 Paid holidays each year
- Comprehensive health insurance coverage
- Dental and vision coverage
- Short and long-term disability coverage
- Life insurance
- Paid time off for volunteer service
- Just Posted
Investment Operations Analyst- Middle and Back Office
- STP Investment Services
-
West Chester, PA
FULL_TIME
- DescriptionDo you want to be part of a rapidly growing, industry-leading fintech firm?Are you looking for a company that is dedicated to developing and building your career?Do you want to work at a co...
- 1 Month Ago
Investment Analyst
- John Templeton Foundation
-
Conshohocken, PA
FULL_TIME
- Position SummaryReporting to the Director of Investments, the Investment Analyst is an integral part of a small team responsible for the Foundation’s investment portfolio. The Investment Analyst will ...
- 3 Days Ago
Investment Analyst
- Essent Guaranty, Inc.
-
Radnor, PA
FULL_TIME
- DescriptionEssent Group Ltd. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insur...
- 14 Days Ago
Investment Analyst
- University of Pittsburgh
-
Pittsburgh, PA
FULL_TIME
- Supports investment leadership in performing advanced quantitative and qualitative due diligence and monitoring investments. Assists in the sourcing, selection, and monitoring of third-party investmen...
- 17 Days Ago
Investment Analyst
- The University of Pittsburgh
-
Pittsburgh, PA
FULL_TIME
- Investment Analyst Office of Finance - Pennsylvania-Pittsburgh - (24003244) Founded in 1787, the University of Pittsburgh ("Pitt") is one of the nation's oldest institutions of higher education. As a ...
- 2 Months Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Oasis Management Company Ltd.
-
Austin, TX
- Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
- 6/10/2024 12:00:00 AM
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Palisades
-
Austin, TX
- COMPANY OVERVIEW: Palisades Group is an alternative asset manager in the global residential credit markets having manage...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Sarasota, FL, Co.
-
Sarasota, FL
- Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Robert Half
-
The Woodlands, TX
- We are partnered with a rapidly growing Oil & Gas company based in The Woodlands looking to add an Analyst to their team...
- 6/9/2024 12:00:00 AM
Investment Analyst
- Fanning/Masis
-
Boston, MA
- Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
- 6/8/2024 12:00:00 AM
Investment Analyst
- Heck Capital Advisors
-
Rhinelander, WI
- Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
- 6/7/2024 12:00:00 AM
About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$100,947 to $137,057
Most Popular Cities in Pennsylvania 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