Analyst, Investments

1 month ago

Morristown, Tennessee, United States Simon Quick Advisors Full time

Company: Simon Quick Advisors

Position: Analyst, Investments

Location: Morristown, NJ

Company Description

Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.

Mission of the Position

The mission of the Analyst is to support the broader team in investment research, monitoring, trading and strategy implementation processes. This role will be a balance of macro, market, and manager research, as a generalist investment analyst, as well as trade support and investment implementation processes for our private funds.

The successful candidate can thrive managing multiple assignments and deadlines and have a passion for learning about markets and investing. Over time, this individual will graduate to a senior investment analyst position and be a key contributor to investment strategy and manager research for the team.

This is a highly visible role across the organization with significant exposure to premier investment managers in the industry.

Top Accountabilities

Responsible for coverage of a list of active investments across asset types and investment strategies and serves as the firm's point of contact with those managers. Complexity of strategies will increase with experience and competency

Primary back-up to Head of Trading for daily trading activities

Conduct market and manager diligence for potential investment or termination under the supervision of senior analysts

Participate in investment manager meetings and disseminate notes.

Prepare materials and participate in Investment Team, Committee, and Strategy meetings.

Draft memos and presentations, in addition to other forms of communication to support the firm's investment and education efforts and client advisor relationships.

Operational support for private funds, including capital flow management, investment subscription/redemptions, projects as needed

Other Duties & Responsibilities

Data entry, management, and reporting of investment index and manager performance databases on daily and bi-weekly basis.

Maintain approved manager exposure and attribution data and conduct actionable analyses

Actively monitors and identifies performance drivers, risks, and relevant news of covered managers and related strategies.

Understands investment processes, operations, and structures of investment managers.

Utilizes proprietary research technology to facilitate ongoing qualitative and quantitative due diligence of diverse investment strategies.

Develops relationships with industry contacts to facilitate due diligence on both current and new investment opportunities.

Sources and evaluates potential new investment opportunities.

Frequently liaises with client service team to provide regular updates on portfolio investments in advance of client/prospect meetings.

Key Criteria/Requirements

Bachelor's degree

1-2 years of relevant experience in finance or investing

Strong interest in financial markets, economics, and the investment industry.

Strong organizational, time management, and written/oral communication skills.

Process-driven and proactive with excellent problem solving and analytical skills.

Strong attention to detail.

Ability to manage multiple tasks while meeting deadlines.

Experience with Microsoft Office, particularly Excel and PowerPoint. Bloomberg, Orion/Eclipse, Pitchbook, YCharts

Key Competencies

Passion for investing – Strong sense of curiosity and inquiry in markets and investing

Time management – Excellent ability to prioritize tasks, meet deadlines, and efficiently allocate time for maximum productivity.

Multitasking – Ability to effectively handle multiple tasks simultaneously, maintaining high performance and attention to detail.

Analytical skills - Ability to synthesize large sets of dynamic information and provide actionable insights with conviction and analytical rigor.

Communicate both in written & verbal form - Ability to effectively convey complex financial and technical information and ideas, clearly and persuasively through both written and spoken mediums.

Collaborative - Ability to work cooperatively with others, leveraging diverse skills and perspectives to achieve common goals and produce collective results.

Problem Solving - Ability to identify, analyze, and develop effective solutions for complex and challenging issues using critical thinking and creativity.

Prioritize - Ability to assess tasks based on importance and urgency, effectively allocate time to successfully complete the task accurately and on time.

Physical Requirements

Must be able to remain in a stationary position 50% of the time.

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

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