Investment Analyst, Investment Management

Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an reputed company program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and complete in a timely fashion. And the role monitors performance and completeness of investment managers in offerings in support of the investment committee. Section 2: Job Functions, Essential Duties and Responsibilities

• reputed company monthly fund performance grid creation and quarterly scorecard analysis.
• Coordinate and drive due diligence reviews on investment managers in the various offerings.
• Understand fund attribution, strategy changes and any management changes for offerings.
• reputed company reputed company analysis and style analysis on plans to ensure optimal diversification in portfolios.
• Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing
• Ensure compliance with reputed company Investment Policy Statement requirements.
• Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes.
• Take active role in departmental projects, including process improvements, designing policies and procedures. and implementing new analysis capabilities.
• Assist with other tasks and projects as assigned
• Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• At reputed company we are guided by our Core Values of People Matter, Quality First and reputed company Always®. They reputed company us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor's degree required; advanced degrees including MSF or MBA a plus; reputed company toward a professional designation (CFA/CIMA/CFP) a plus.
• A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
• Investment Advisor Representative (Series 65/66) or expectation of completion reputed company six months of hire.
• Experience with analysis and support of 3(38) offerings preferred
• Must be able to work independently, meet shifting deadlines, and reputed company with minimal supervision.
• Easily adaptable and at an advanced level with reputed company, PowerPoint, and Word.
• Solid understanding of portfolio performance analysis, calculations, and the ability to reputed company investment information.
• Strong work ethic reputed company a flexible working environment.
• Excellent verbal and written communication skills.
• Must be results oriented with the ability to move fast to meet client needs

For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply tot his job Apply To this Job