Investment Analyst jobs in the United States
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 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
- 1 Month Ago
Investment Analyst
- Dunham & Associates Investment Counsel, Inc.
-
San Diego, CA
FULL_TIME
- INVESTMENT ANALYSTDunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we beli...
- Just Posted
Investment analyst (Mandarin required)
- Golden Meadow Investment LLC
-
Jersey, NJ
CONTRACTOR,FULL_TIME,TEMPORARY,INTERN
- Investment analyst (Sponsor H1B, OPT or CPT, Mandarin required) Job description Job Title: Investment analyst (Sponsor H1B, OPT or CPT) Job Responsibility 1. Assist in evaluating potential investment ...
- 28 Days Ago
Summer 2024 Investment Analyst Intern
- Tudor Investment Corporation
-
New York, NY
INTERN
- POSITION: Investment Analyst Intern DEPARTMENT: Global Macro Trading LOCATION: New York, New York REPORTS TO: Ulrike Hoffmann-Burchardi HR CONTACT: Magdalena Lussier-Gan We are seeking a highly motiva...
- 1 Month Ago
Investment Operations Analyst, Funds & Liquidity
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
- 1 Month Ago
Investment Operations Analyst - Private Markets & Funds Alpha
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $156 billion of asset...
- Just Posted
Investment Analyst jobs at Popular Companies
Sr Software Asset Management Analyst *Hybrid*
- Connection
-
Columbus, OH
- Job Description Job Description Connection Services has a fantastic opportunity through our managed services division fo...
- 4/24/2024 12:00:00 AM
Audit Project Manager - Wealth and Asset Management
- Fifth Third Bank, N.A.
-
Columbus, OH
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 4/24/2024 12:00:00 AM
Senior Principal Property & Asset Management Analyst (Level 4)
- Northrop Grumman
-
Columbus, OH
- At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's l...
- 4/24/2024 12:00:00 AM
Credit Portfolio Manager - Ag
- U.s. Bank
-
Columbus, OH
- At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter...
- 4/23/2024 12:00:00 AM
Asset Manager
- CAPITAL HOLDINGS EAST LLC
-
Columbus, OH
- Job Description Job Description Are you a high energy, multi-tasking, ambitious professional looking for a challenge? Co...
- 4/22/2024 12:00:00 AM
ServiceNow Technical Consultant Strategic Portfolio Management (SPM) (Remote)
- Sigital
-
Columbus, OH
- Sigital is seeking an experienced, ServiceNow technical consultant with a focus on implementations in the Strategic Port...
- 4/22/2024 12:00:00 AM
Industry X - Digital Manufacturing Transformation Go To Market, Senior Manager, Enterprise Asset Management
- Accenture
-
Columbus, OH
- We are Industry X: We embed innovation, intelligence and sustainability in the way the world makes things and the things...
- 4/22/2024 12:00:00 AM
Senior Full Stack Developer- Hybrid or Remote
- Cumberland Advisors
-
Columbus, OH
- Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
- 4/21/2024 12:00:00 AM
Income Estimation for Investment Analyst jobs
$88,309 to $131,708