Financial Investment Analyst

2 weeks ago

Sarasota, Florida, United States Selby Jennings Full time

Position Overview:

We are looking for a talented Financial Investment Analyst to become a vital part of our Wealth Management division, focusing on diverse asset investment strategies, fund management, trading operations, and reporting for fund administration. This position presents an exceptional chance to influence strategic investment choices and portfolio management efforts that are essential for our clients' financial achievements.

Primary Responsibilities:

  • Comprehensive Investment Analysis:
  • Perform in-depth research and evaluation of various asset categories, including stocks, bonds, alternative investments, and real estate, to pinpoint investment prospects that align with client goals.
  • Formulate and execute multi-asset investment plans that enhance risk-adjusted returns and asset distribution models.
  • Management of Fund of Funds:
  • Assess external fund managers and investment vehicles across multiple asset classes and regions.
  • Design and oversee fund of funds portfolios customized to meet specific client risk appetites and return objectives.
  • Execution of Trades:
  • Carry out trades across various asset classes with an emphasis on achieving optimal execution while complying with investment guidelines and regulatory standards.
  • Track market dynamics and execute trades effectively to seize investment opportunities and reduce risks.
  • Reporting for Fund Administration:
  • Generate and present detailed performance reports, portfolio analyses, and investment insights for clients and internal teams.
  • Guarantee the precision and promptness of fund administration responsibilities, including NAV calculations, reconciliations, and compliance documentation.
  • Management of Client Relationships:
  • Work closely with Relationship Managers and Wealth Advisors to comprehend client aspirations and preferences, offering investment insights and tailored solutions.
  • Engage in client meetings and presentations to review investment strategies, performance metrics, and market forecasts.
  • Compliance and Risk Management:
  • Evaluate portfolio risk indicators and perform scenario analyses to understand potential effects on portfolio performance.
  • Ensure compliance with regulatory standards, internal protocols, and investment guidelines throughout the investment lifecycle.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline. A Master's degree or CFA designation is preferred.
  • Demonstrated experience (minimum of 3 years) in investment analysis, portfolio management, or asset allocation within a wealth management or financial services environment.
  • Strong grasp of multi-asset investment strategies, fund of funds management, and trading operations across global markets.
  • Expertise in financial modeling, quantitative analysis, and investment research tools (e.g., Bloomberg, Morningstar Direct).
  • Exceptional communication abilities to convey complex investment ideas and recommendations to varied audiences.
  • Detail-oriented approach with a strong emphasis on accuracy and compliance in fund administration and reporting.
  • Capability to excel in a dynamic, fast-paced setting while effectively managing multiple priorities and deadlines.

Benefits:

  • Competitive salary along with performance-based incentives.
  • Comprehensive benefits package, including healthcare, retirement plans, and opportunities for professional development.
  • A collaborative and inclusive workplace culture with pathways for career advancement.

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