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Investment Analyst Jobs

342 jobs

Investment Analyst The primary responsibility of theInvestment Analystis to be involved in all quantitative and qualitative aspects of the client relationship. This high profile position is integral to the success of the client relationship. The Investment Analyst must understand, demonstrate knowledge, and apply investment concepts and principles to a broad spectrum of client portfolios. As the...
RESPONSIBILITIES: Kforce is looking for Investment Analysts. Qualified candidates must be able to analyze and coordinate business activities and operational resources for various large financial investment projects. Analyze and validate a financial/investment model against requirements documents using quantitative analysis. Analyze model input and output data. Conduct due diligence by researching...
An independent institutional investment consulting firm located in Lombard, Illinois is seeking an Investment Analyst. The position is full-time with potential for growth. The individual will be responsible for analytical, performance analysis/accounting, production and research functions to support the effective delivery of the firm’s investment consulting services. Primary functions include: Re...
This position is an integral part of the family office as it relates to asset management, case design and capital market updates. Job Duties: Analyze and allocate new and existing client portfolios via tools such as Morningstar and Advent Black Diamond. Conduct capital market updates for both clients and financial advisors. Deliver investment philosophy presentations to coincide with investmen...
The position reports to the Portfolio Manager. * Execute all operational processes on existing and new external mandates including listed equities. Work in conjunction with the other areas of the AIG Investments group and broader Firm, including Business Partners, Enterprise Risk Management, Finance/Accounting, Legal, Compliance and Technology teams to execute investment decisions. * Organize an...
The Analyst will have exceptional financial or analytical skills and will support senior professionals with the development of detailed cash flows, financial statement evaluations, and the necessary financial analyses for clients on a national level. Responsibilities: Financial Statement Analysis Creation/Maintenance of detailed and complex financial models Due Diligence for client engagements...
Location: Lincoln, RI (Investment Department) Are you looking for a job in a growing industry with new products, new markets and new technology? With locations across the country, Amica Mutual Insurance Company offers opportunities to join this dynamic field with a financially strong and respected insurance provider. Amica, based in Lincoln, RI, is a national writer of auto, home, marine and umb...
RESPONSIBILITIES: Kforce's client in Philadelphia, PA is searching for an Investment Analyst to be responsible for managing fund performance data. Responsibilities: Obtain and distribute fund performance data Ensure availability of fund performance data to stakeholders Assist with the development of the policies/procedures/workflow Support monthly and quarterly fund reporting REQUIREMENTS: ...
Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $349.7 billion. We have 130 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to h...
CyberCoders Search. Apply. Done. Learn more about CyberCoders Licensed Investment Analyst - Series 7 Required! Apply Westborough, MA Full-Time Unspecified Job Details If you are an Investment Analyst with experience in trading, please read on! Top Reasons to Work with Us Growing, independent Wealth Management firm in Westborough, MA is looking to add a motivated Investment Analyst to joi...
We are seeking an IT Portfolio Investment Review Analyst for a new employment opportunity supporting the US Environmental Protection Agency (EPA). The Analyst who will be responsible for supporting the agency’s compliance with the FITARA, supporting investment portfolio, reviews, and customer acquisition policy and processes. As a result of the FITARA legislation, the Office of Environmental Infor...
Supports PCS client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with Regional Private Client Advisor team in business development and relationship management activities to support investment management prospects and clients. At this level, produces, interprets, and p...
CyberCoders Search. Apply. Done. Learn more about CyberCoders Licensed Investment Analyst - Portfolio Analysis + Series 7 Apply Westborough, MA Full-Time Unspecified Job Details If you are a licensed Investment Analyst with experience in Portfolio Analysis, please read on! Top Reasons to Work with Us Growing, independent Wealth Management firm in Westborough, MA is looking to add a motiv...
Investment Analyst Bamboo Equity Partners is a team of well-versed real estate professionals that currently manages over $450 million of real estate assets across nine Midwest states. Bamboo Equity Partners typically structures its acquisitions as joint ventures with pension funds, advisors, high net worth individuals, endowments, and sovereign wealth funds. Job Description Investment Analyst w...
Job Description: JOB DESCRIPTION: The Investment Analyst monitors, collects, analyzes, interprets, and evaluates financial, investment, and economic data. Evaluates potential investment opportunities, and interprets and evaluates the investment positions managed by outsourced firms. Required Qualifications:Bachelor’s Degree in Business Administration, Economics, Finance or related discipline.Prog...
Cash Flow Specialist (Senior Investment Analyst) Federated Investors/Pittsburgh, PA The Strategic Value Dividend Team overseeing an investment portfolio generating approximately $1 billion in annual cash flow seeks an experienced mid-career business or finance professional who is interested in transitioning to the investment management business. The position, for Federated Investors, Inc., o...
Job Description: Primary Objectives: The Investment Analyst position provides quarterly performance and monthly update reports on the assigned list of clients. The analyst is expected to fulfill the direct accountabilities of the position. Direct Accountabilities: Responsible for providing timely and accurate performance reports for assigned clients. This includes gathering and entering monthly c...
ABD_RS AM - Retirement Services Investment Analyst POSITION SUMMARY This position is responsible to support the department with building investment analysis and the client’s 401(k) quarterly reviews. The position also entails working with directly with clients to support their 401(k) plans. GENERAL INFORMATION: This position is a hourly, non-exempt and full-time role. This position is located...
The Connable Office, Inc., a 125-year-old multi-family office which provides asset management, fiduciary, and personal advisory services to family trusts and trust clients, is seeking an Investment Analyst. Located in Kalamazoo, Michigan, the firm assists in the management of the financial affairs of a limited number of client families located throughout the United States and internationally. We ...
Position Description: Headquartered in New York with several locations around the world, AIG Investments provides investment advisory and asset management services to AIG and its businesses. AIG Investments platform spans multiple asset classes including high grade and high yield corporate and sovereign debt, municipal bonds, structured products, external mandates, private placements, and global ...