Investment Analyst
1 month ago
We are seeking an enthusiastic and analytical Investment Analyst to join our clients dynamic team here in Chicago, IL. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment decision-making while working closely with experienced professionals in the organization.
Responsibilities:
- Conduct thorough research and analysis of financial markets, industries, and individual securities to identify potential investment opportunities and risks.
- Evaluate the performance of existing investments and propose adjustments based on changing market conditions.
- Collaborate with senior analysts and portfolio managers to communicate investment strategies and recommendations to clients.
- Assist Advisors with the day to day management of their advisory practices.
- Prepare portfolio analytics including performance reporting using excel, reporting software and proprietary technology.
- Help advisors with portfolio asset allocation reviews.
- Investment reviews including equities, fixed income, private equity, real estate, hedge funds.
- Stay updated on market trends, economic indicators, and regulatory changes to provide insightful recommendations.
Qualifications:
- Bachelors degree in finance, economics, business, or a related field
- 3+ years of experience
- CFA candidate
- Strong quantitative and analytical skills with the ability to interpret complex financial data.
- Solid understanding of financial markets, investment products, and risk management principles.
- Excellent written and verbal communication skills to convey investment concepts to clients and colleagues effectively.
- Proficiency in financial analysis tools, Excel, and other relevant software.
- Ethical conduct and adherence to regulatory guidelines within the finance industry.
- Attention to detail and a commitment to accuracy in analysis and reporting.
- Ability to work collaboratively in a team environment.
Benefits:
- Up to 70% bonus potential
- 100% paid family BCBC benefit premium
- 14.3% of your annual base salary put into a 403(B)
- Hybrid work structure
- Benefit package is the gold standard including all kinds of unique perks
- Great location in the heart of the Loop
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