Investment Analyst – Enterprise Investments

Job Description:

• Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation
• Coordinate preparation of investment reports and deliverables for senior leadership and other stakeholders
• Assist with portfolio monitoring activities, including tracking asset repositions and trade activity
• Support process improvement initiatives to enhance operational efficiency and team effectiveness

Requirements:

• Bachelor’s degree in finance, investments, economics, mathematics or related field.
• 1-3 years of investment-related experience (internships and relevant coursework considered)
• Strong interest in institutional investments, asset management, and financial markets
• Strong capabilities required in MS Excel and PowerPoint
• CFA Level I candidate or progress toward CFA designation preferred

Benefits:

• Flexible work arrangements
• Professional development opportunities