Investment Analyst

Job Summary

A company is looking for an Investment Analyst to support the management of investment portfolios and improve investment tools.

Key Responsibilities

• Oversee daily management of general account and client portfolios while enhancing investment tools
• Evaluate and enhance investment processes for improved efficiency and performance
• Conduct research on industry trends and collaborate on portfolio reporting

Required Qualifications

• B.S. degree in economics, finance, mathematics, or a related field
• 2-5 years of experience in a multi-sector investment analyst role, preferably in insurance or asset management
• Strong interest in financial markets, especially in fixed income
• Proficiency in Microsoft Suite and coding languages such as Python/SQL
• Progression towards CFA or MBA is preferred