Dynamic Investment Analyst Needed for Strategic Fund Analysis

Join a collaborative team as an Investment Analyst, leveraging your analytical prowess! Contribute to market communications and support strategic investment decisions in a hybrid format.

In this role, you will report to the Director of Product Research and engage with marketing and sales teams. Your expertise in investment analysis will be crucial to maintaining a competitive edge through research and content development. You’ll also be responsible for ensuring Funds and ETFs meet strategic goals while engaging with clients on assigned strategies.

Key Responsibilities:

• Develop expertise in assigned investment strategies
• Create and manage communications for funds
• Support the sales team with product training
• Research and analyze competitor funds
• Take part in client discussions on strategies

Requirements:

• Bachelor’s degree in a business field or equivalent
• 3-5 years of relevant investment industry experience
• CFA or advanced degree preferred
• Strong skills in Microsoft Office tools
• Familiarity with VBA or Python beneficial

Make an impactful difference by optimizing investment strategies and elevating communication efforts across teams!

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