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Investment Analyst

1 month ago

Sarasota, United States Selby Jennings Full time

Job Overview:

We are seeking a skilled Investment Analyst to join our Wealth Management team, specializing in multi-asset investing strategies, fund of funds management, trading execution, and fund administration reporting. This role offers a unique opportunity to contribute to the strategic investment decisions and portfolio management activities crucial to our clients financial success.

Key Responsibilities:

  • Multi-Asset Investment Analysis:
  • Conduct thorough research and analysis of various asset classes including equities, fixed income, alternatives, and real estate to identify investment opportunities aligned with client objectives.
  • Develop and implement multi-asset investment strategies that optimize risk-adjusted returns and asset allocation models.
  • Fund of Funds Management:
  • Evaluate external fund managers and funds across different asset classes and geographical regions.
  • Construct and manage fund of funds portfolios tailored to meet client-specific risk tolerance and return expectations.
  • Trading Execution:
  • Execute trades across multiple asset classes with a focus on achieving best execution while adhering to investment guidelines and regulatory requirements.
  • Monitor market trends and execute trades efficiently to capitalize on investment opportunities and mitigate risks.
  • Fund Administration Reporting:
  • Prepare and deliver comprehensive performance reports, portfolio analytics, and investment commentaries for clients and internal stakeholders.
  • Ensure accuracy and timeliness of fund administration tasks including NAV calculations, reconciliation, and compliance reporting.
  • Client Relationship Management:
  • Collaborate with Relationship Managers and Wealth Advisors to understand client goals and preferences, providing investment insights and solutions.
  • Participate in client meetings and presentations to discuss investment strategies, performance reviews, and market outlooks.
  • Risk Management and Compliance:
  • Monitor portfolio risk metrics and conduct scenario analysis to assess potential impacts on portfolio performance.
  • Ensure adherence to regulatory requirements, internal policies, and investment guidelines throughout the investment process.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business Administration, or related field. Master’s degree or CFA designation preferred.
  • Proven experience (Min. 3 years) in investment analysis, portfolio management, or asset allocation within a wealth management or financial services firm.
  • Strong understanding of multi-asset investing strategies, fund of funds management, and trading execution across global markets.
  • Proficiency in financial modeling, quantitative analysis, and investment research tools (e.g., Bloomberg, Morningstar Direct).
  • Excellent communication skills with the ability to present complex investment concepts and recommendations to diverse audiences.
  • Detail-oriented mindset with a strong focus on accuracy and compliance in fund administration and reporting.
  • Ability to thrive in a dynamic, fast-paced environment while managing multiple priorities and deadlines effectively.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package including healthcare, retirement plans, and professional development opportunities.
  • Collaborative and inclusive work environment with opportunities for career growth and advancement.