Investment Analyst

3 weeks ago


King of Prussia, United States QUAD, a SolomonEdwards Company 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: Bachelor’s 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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