Investment Analyst Program - Dallas, TX - January 2027 Class
HybridNo visa sponsorship
Core
Investment Analysts collaborate with Investment Directors to provide investment and capital markets research, analysis, and advice to clients, including assessing investment managers' portfolios and preparing presentation documentation.
Role type
Junior IC investment analyst
Builds
Investment research reports and client presentation materials
Domain
Asset management / Capital markets
Required skills
Quantitative analysis, Written communication, Verbal communication, Data evaluation, MS Excel, MS PowerPoint, Portfolio assessment
Responsibilities
Assess investment managers' portfolios, Support client requests and questions, Gather and evaluate historical asset allocation and performance data, Prepare exhibits and presentation documentation
Seniority
Junior, structured training program