Investment Analyst

General Description: The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues.

The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested. Responsibilities: ·

Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies. ·

Look back at previous investment decisions and the thought process of making the investment decision. Maintain database to track most often used mutual funds. ·

Liaise with fund managers and network with industry professionals. ·

Monitor financial press and keep a track of market trends, opportunities, risks and new investment products ·

Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios for Investment Review Reports. ·

Maintain consumer price index graph. ·

Maintain data for fund background information, sector weightings, equity style of mutual funds, risk and return categories, rates of return for year-to-date, 1 year, 3 year, and 5 years. ·

Monitor investment performance, risk levels, and investment objective changes. ·

Set-up and maintain filing system for Direct Solutions’ mutual fund families : o

dollar amount of assets under management o

description of fund families strengths and weaknesses o

dollar amount of assets sold by USI Consulting o

contact personnel for various data needs and corporate location ·

Prepare reports for client meetings. ·

Maintain and Update Power Point Presentations. ·

Generate Morningstar Reports. ·

Maintain data base for money market and stable value rates of return. ·

Assist with development of templates for investment letters for sales staff. Knowledge, Skills and Abilities: ·

3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds. ·

Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting. ·

Strong computer skills. Especially proficient with Excel, Morningstar, and database management. ·

Familiar with other industry software programs for monitoring funds. ·

Good knowledge of retirement and pension programs and their funding. ·

Financial expertise and business sense from both USI’s and client’s perspective. Ability to creatively and proactively problem-solve, adhering to all regulatory requirements. Ability to stay organized and focused in a busy environment. Effective communication skills with clients and co-workers, both verbal and written. Personable and credible. ·

Demonstrates cooperation and collaboration in a team setting

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