Investment Analyst
3 weeks ago
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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