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Investment Analyst

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Ascendo Resources

2021-12-03 07:40:49

Job location Alachua, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

One of our clients, a well-established Registered Investment Advisor (RIA), is looking to hire an Investment Analyst

You will be supporting in all aspects of the research process, including idea sourcing, due diligence, participation in management calls, investment presentations
· Analyze investment opportunities
· Conduct portfolio monitoring and reporting

· Research cross-asset class themes and imp lications

Job Requirements:

  • Provide daily investment performance to the investment team
  • Analyze investment portfolio holding exposures
  • Review potential new investment managers
  • Perform due diligence on prospective investment opportunities
  • Construct investment plans and financial strategies
  • Provide investment solutions tailored to the investment needs of institutional clients
  • Recommend investment ideas across sectors
  • Support cash and investment decisions
  • Expected cash flow available for investment, cash flow from investments, investment income, future values of the investment portfolio
  • Resolve investment data-related issues
  • Reconcile investment portfolio positions and market values
  • Evaluate and monitor investment managers
  • Prepare quarterly reports on investment performance
  • Assist with the quarterly socially responsible investment review process with investment managers
  • Analyzing investment and risk scenarios
  • Facilitate implementation of investment plans
  • Coordinate investment research and analysis projects with investment consultants;. Meet with investment managers and write meeting notes for the investment team;. Attend local investment conferences
  • Facilitate implementation of investment plan
  • Create various ad-hoc investment analyzes
  • Preparing investment proposals and reviews
Preferred Qualifications
· Bachelor's degree.
· Specialization in Finance, Accounting, Economics, or related field is desired.
· Experience in the area of Financial Audit, General ledger, FP&A is desired.
· Preference for candidates from outside of the buy-side equity research industry.
· 1 year of relevant experience (preferred)

· Bilingual English / Spanish (preferred)

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