Investment Analyst (Mid-Level)
Core
Conduct portfolio research, statistical analysis, and asset allocation modeling to support enterprise investment portfolios, forecasting, and reporting.
Role type
Mid-level investment analyst (fixed income, equity, alternatives)
Builds
Enterprise investment portfolios, risk control self-assessments, and compliance reporting
Domain
Financial services / Investment Management
Required skills
Financial analysis, asset allocation modeling, regulatory compliance knowledge, fixed income/equity/alternatives knowledge, Microsoft Products proficiency, data collection and reconciliation
Preferred skills
Investment platforms (Aladdin, PAM, Bloomberg), relational databases, custodian/vendor partnership, US military experience or military spouse status
Technologies
Aladdin, PAM, Bloomberg, Microsoft Products, relational databases
Responsibilities
Conduct research and statistical analysis of investment portfolios; prepare reports on portfolio performance, risk, and attribution; support Second and Third Line of Defense requests including audits and RCSAs; update compliance templates and manage regulatory constraints; assist in onboarding new asset managers; monitor and control business risks
Seniority
Mid-level, hands-on IC