Financial Investment Analyst

2 weeks ago


MagstattleBas, Grand Est, United States Hemphill Search Group, Inc. Full time

Position Overview:
A leading wealth management firm is seeking a dedicated Investment Analyst to join their growing team. This role is essential due to the firm's ongoing success and expansion.

Key Responsibilities:
As an Investment Analyst, you will collaborate closely with the Director of Trading and the Chief Investment Officer. Your primary focus will be on conducting thorough research and performing various analyses to support informed investment decisions.

This position is data-centric, emphasizing research, quantitative analysis, and ad hoc reporting. You will be entrusted with a diverse set of responsibilities that will challenge you and contribute to your professional growth.

Tools and Software:
You will utilize various tools and software, including Black Diamond, FactSet Financial Data, and the DataRobot AI Platform. Familiarity with Bloomberg Terminal or Orion Platforms is advantageous but not mandatory.

Core Duties Include:
1. Conducting analysis to prepare for weekly trade executions aimed at optimizing account rebalancing.
2. Monitoring bond maturities and forecasting weekly investable cash.
3. Overseeing new client deposits and investable assets across all accounts to maximize returns.
4. Reviewing economic analyses that influence portfolio allocation strategies.
5. Developing equity models to enhance returns based on economic indicators.
6. Ensuring cash balances meet the target of 2%.
7. Assisting in the onboarding of new clients and setting up their portfolios in Black Diamond.

Collaboration:
You will work in tandem with the Director of Trading to ensure accurate trade execution in alignment with portfolio strategies and investment guidelines. Your research and market analysis will play a vital role in supporting investment decision-making.

Ideal Candidate:
The perfect candidate will be self-driven, intellectually curious, and eager to tackle challenges. You will thrive in a collaborative environment that encourages open communication and innovative ideas to enhance operational efficiency.

Compensation and Benefits:
This position offers a competitive compensation package, including an attractive incentive bonus and a comprehensive benefits plan featuring low-premium health, vision, and dental coverage, an excellent 401k plan, and an unlimited PTO policy.



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