Investment Analyst Senior
Core
Conduct research and statistical analysis of investment portfolios, including asset allocation modeling, benchmarking, forecasting, and reporting to support enterprise investment management.
Role type
Senior Investment Analyst (Financial Analysis)
Builds
Investment management reports, presentations, and risk control documentation for business leaders.
Domain
Financial Services / Investment Management
Required skills
Financial analysis, Asset allocation modeling, Portfolio benchmarking, Risk control self-assessments, Key Risk Indicators (KRIs), Key Performance Indicators (KPIs), Fixed income analysis, Equity analysis, Alternative asset classes, Regulatory compliance, Microsoft Excel, Data gathering tools, Analytical toolsets
Preferred skills
US military experience, Military spouse experience
Responsibilities
Conduct extensive research and statistical analysis of investment portfolios, complete complex ad hoc and recurring analysis, discuss concerns and make recommendations for investment modifications, prepare reports and presentations on portfolio performance and risk, coordinate meetings with senior leaders, manage client relationships and assist in business development, advise on compliance initiatives, stay informed of industry trends, serve as a resource to less experienced team members, lead team members in preparing investment presentations, ensure risks are effectively identified and controlled.
Seniority
Senior, hands-on IC