Investment Analyst

2 weeks ago


King of Prussia, United States CareerBuilder Full time

Investment Analyst

Our established, very successful and growing financial services client in the

King of Prussia, PA area

is seeking an

Investment Analyst

to join their team.

The

Investment Analyst

is a highly visible, newly created position that will be responsible for investment portfolio management, due diligence, analysis, reporting, and other activities supporting treasury and investments.

Responsibilities:
The

Investment Analyst

will be responsible for:
Assisting with management and board level reports preparation
Regularly monitoring performance measurement and portfolio compliance reporting
Reporting on performance, fund updates, risk, and other functions related to alternative investments investment strategy/portfolio
Performing markets research and analysis
Assisting with potential new asset managers and classes due diligence
Leveraging various tools to develop investment portfolio exposure and risks reporting
Providing investment data systems and infrastructure support

Skills/ Competencies:
The ideal

Investment Analyst

will possess these skills:
Bachelors degree in Finance or related discipline
0-2 years related investment analyst experience
Ability to work effectively in a dynamic, fast paced work environment
Microsoft Office proficiency (Word, Excel, PowerPoint)
Investment management software experience a plus
Strong communication skills
Strong attention to detail

Additional Details:
Employment Type: Direct Hire
Competitive benefits

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