Investment Analyst Market Research and Analysis

Position: Investment Analyst Opening for Competitive Market Research and Analysis

Unlock your potential as an Investment Analyst, focusing on funds and market communications! Engage in a hybrid work arrangement while driving analysis and providing critical insights.

Reporting to the Director of Product Research, this full-time position requires a deep understanding of the investment market. The role emphasizes collaboration across sales, marketing, and portfolio management, ensuring optimal product positioning. You will also be instrumental in client interactions regarding assigned investment strategies.

Key Responsibilities:

• Conduct in-depth analysis of selected Funds and ETFs

• Establish productive relationships with cross-functional teams

• Develop insights through competitor research

• Assist the sales team with product knowledge

• Collaborate on creating thought leadership content

Requirements:

• 4-year university degree required

• 3-5 years of experience in the investment industry

• CFA or master’s degree is advantageous

• Proficient in Microsoft Word, Excel, and Power Point

• Knowledge of VBA & Python is a plus

Drive impactful investment decisions by providing insightful analysis and fostering team collaboration for successful product strategies.

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