Investment Analyst for Investment Consulting Firm recruitment

ESSENTIAL RESPONSIBILITIES:
•    Manage report workflow by ensuring timely completion of deliverables for assigned clients, including calculating and verifying investment data, number-checking, writing, analyzing financial data related to client investment accounts, and proofing quarterly reports
•    Collaborating with consultants in the writing and preparation of client memoranda, creation of client investment policy statements, asset allocation recommendations, and related advisory services, and client recommendations.
•    Collaborate with consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors in order to effectively advise clients
•    Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations to management or consultants
•    Attend industry events and conferences as a representative of the firm to promote the firm’s name and services
•    Representing the company by participating in existing client and potential client (marketing) presentations
•    Able to effectively present investment research to internal investment staff as well as  clients
 

REQUIRED SKILLS:
•    Solid understanding of economic and investment theory and practices
•    Strong quantitative skills, including facility with financial and statistical concepts
•    Ability to gather, organize, and coordinate data from disparate sources
•    Excellent computer skills, including facility with Microsoft Word and Excel
•    Superior writing skills, effective verbal communication, and strong presentation skills
•    Excellent attention to detail
•    Ability to work efficiently, independently, and accurately under tight deadlines
•    Ability to work independently and to proactively seek new responsibilities
•    Ability to work well with employees from other company departments
•    MBA and/or CFA charter holder or candidate preferred
•    A minimum of three years experience in the investment industry required