Investment Analyst

1 month ago

Abilene, United States Directors Investment Group Full time
Job DescriptionJob Description

Does this describe you?

Organized

Adaptable

Disciplined

Detail-Oriented

If so, let’s talk

PLEASE NOTE: this position is "on site" only in our Abilene, TX Home Office - no remote option

We share a vision for the future and encourage innovative and creative people who want to share in this commitment.  We are seeking a high energy, self-motivated individual to join our team as an INVESTMENT ANALYST. The position will work closely with the investment management team in settling trades, ensuring investment plan compliance, analyzing securities, providing direct assistance to the Chief Investment Officer and generating miscellaneous reports as required.

Key Qualifications/Requirements

  • Finance Degree or equivalent investment experience HIGHLY PREFERRED
  • Willingness to pursue advanced degree and/or industry designations, e.g. CFA
  • Genuine interest in investments, economics, and capital markets
  • Ability to code in VBA is preferred but not required
  • Candidate selected will be required to obtain the Series 65 license within 90 days of hire

Essential Duties/Responsibilities:

  • Ensure proper/accurate trade settlements.
  • Assist with broker/dealer paperwork and relevant new client paperwork.
  • Assist with regular cash reconciliations.
  • Build and maintain a strong knowledge about each client’s unique investment strategy and portfolio holdings. 
  • Assist with preparation of investment reporting presentations for clients; provide clients with up-to-date information regarding performance, investment strategy and client specific issues regarding their portfolio.
  • Develop and maintain detailed portfolio plans, performance projections, and risk management strategies.
  • Read research reports, provide input and help monitor various credits across multiple asset classes.
  • Have regular interaction with Portfolio Managers and participation in investment meetings.
  • Assist with analyzation of existing and potential investments, utilizing external research and maintaining internal portfolio evaluation and monitoring tools.
  • Assist with research and recommendations of investment strategies for various total return portfolios.

About Parkway Advisors

Parkway Advisors, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.

In the investment industry, Parkway is the only investment advisor that truly customizes our services to the needs of our clients by offering stand-alone consulting and reporting services. We firmly believe that the best and most successful business relationships begin with open communication. Through Parkway’s emphasis on personal service, custom solutions, and strong communication, our clients have enjoyed historically strong performance success, even during the financial crisis and the low interest environment that has followed.

Directors Investment Group has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.

Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."

So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

An Equal Opportunity Employer

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