Investment Analyst

Job Summary

A company is looking for an Investment Analyst.

Key Responsibilities

• Oversee the day-to-day management of affiliated general account and client portfolios while maintaining and improving investment tools
• Evaluate and enhance investment processes for improved efficiency, accuracy, and performance
• Conduct ad-hoc research on emerging industry trends and collaborate on portfolio reporting enhancements

Required Qualifications

• B.S. degree in economics, finance, mathematics, or a related field
• 2-5 years of relevant experience in a multi-sector investment analyst role
• Strong interest and experience in financial markets, particularly fixed income
• Proficiency in Microsoft Suite and coding languages such as Python or SQL
• Progression towards CFA or MBA preferred