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Financial Investment Analyst
2 months ago
Highly Organized
Flexible and Adaptable
Disciplined and Focused
Meticulous and Detail-Oriented
If this resonates with you, we would like to connect
Note: This position requires on-site presence at our Abilene, TX office - remote work is not an option.
At Directors Investment Group Inc, we are committed to fostering a forward-thinking environment that values innovation and creativity. We are currently looking for a dynamic, self-driven professional to join our team as an INVESTMENT ANALYST. This role will involve close collaboration with the investment management team to facilitate trade settlements, ensure adherence to investment strategies, analyze financial securities, support the Chief Investment Officer, and generate various reports as needed.
Key Qualifications and Requirements:
- A degree in Finance or equivalent investment experience is HIGHLY PREFERRED.
- A willingness to pursue advanced degrees or industry certifications, such as CFA.
- A genuine passion for investments, economics, and capital markets.
- Proficiency in VBA coding is advantageous but not mandatory.
- The selected candidate must obtain the Series 65 license within 90 days of employment.
- Ensure accurate and timely trade settlements.
- Assist with broker/dealer documentation and new client onboarding paperwork.
- Support regular cash reconciliation processes.
- Develop and maintain a comprehensive understanding of each client's investment strategy and portfolio.
- Prepare investment reporting presentations for clients, providing updates on performance, strategies, and specific portfolio issues.
- Create and uphold detailed portfolio plans, performance forecasts, and risk management strategies.
- Review research reports, contribute insights, and monitor various credits across different asset classes.
- Engage regularly with Portfolio Managers and participate in investment discussions.
- Assist in analyzing current and prospective investments, utilizing external research and maintaining internal evaluation tools.
- Support research and recommendations for investment strategies across various total return portfolios.
Directors Investment Group Inc is renowned for its exceptional workplace culture and has received numerous accolades for being one of the best places to work.
We pride ourselves on offering tailored services to meet our clients' needs, emphasizing open communication and personalized solutions. Our clients have consistently experienced strong performance, even during challenging market conditions.
Our company culture is rooted in principles of service, integrity, and respect, dedicated to supporting the funeral profession and enhancing service delivery in a rapidly evolving marketplace.
We offer competitive compensation, a supportive work environment, and a range of benefits, including employer-sponsored health coverage, 401(k) matching, life insurance, and various personal growth opportunities.
We are an Equal Opportunity Employer.
