Job Summary
As an Investment Analyst, you operate in a team-based environment with responsibilities in performance reporting, investment manager due diligence, asset allocation modeling, and capital markets research. This is a full-time position with an attractive benefits package and opportunity for advancement. Salary commensurate to level of qualifications and experience.
Responsibilities and Duties
Production of routine (quarterly, monthly, ad-hoc) reports using Paris, Orion, Evestment, and Morningstar technologies and performance systems.
Data entry and reconciliation
Review and analyze performance and risk data
Perform verbal and written performance analysis and strategy descriptions
Maintenance and verification responsibilities on proprietary internal strategy database
Produce proprietary model Fact Sheets, custom client model Fact Sheets, third party manager Fact Sheets, and Portfolio Briefs
Maintain and update custom client investment models.
Work with Director of Research to maintain internal process and protocols for management of central research inbox and associated content.
Coordinate and schedule manager due diligence meetings in accordance with internal manager due diligence protocols.
Conduct routine investment manager due diligence meetings following all internal due diligence protocols as defined by Director of Research.
Participate in Investment Committee meetings including any associated initiatives and responsibilities.
Qualifications and Skills
College degree with a preference given to economics, finance, and accounting majors.
Interest in or progress toward the CFA designation a plus.
Candidate must be very numbers and detail oriented.
Base knowledge of financial markets and economics preferred.
Strong writing and communication skills preferred.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to info@taiberkosmala.comfor consideration.
The Remote Traffic Coordinator I is responsible for planning, procuring, and managing the telecommunications facilities and services that connect worldwide event venues with ESPN in Bristol, and other destinations, as necessary. These services will include the procurement...
Entry-Level Freight Dispatcher (Remote) Earn $2,200 to $3,000 Weekly ($114,400$156,000 Annually) We are hiring motivated individuals to join our logistics team as Freight Dispatchers. This is a remote position with strong income potential. Candidates must already ...
The responsibilities of a Service Porter/Valet include greeting customers, listening to their needs, driving/parking cars and other associated job duties. Applicants must be able to drive/park vehicles and be self motivated and disciplined.Mullinax Ford is family owned...
...Responsibilities Job Title: Interventional Radiology Registered Nurse RN Status: Part Time Schedule: Days, On-Call required*You will be considered for any openings for which you qualify. It is not necessary to apply to multiple positions.*...
...Flexible Warehouse Role! Part-Time Associate at Plumbers Supply Co Bluegrass Parkway! Looking for a consistent, part-time role with a stable and respected company? Plumbers Supply Co, a family-owned business with over 104 years of service to the Louisville community...