Explore a pivotal role as an Investment Analyst with our client, a leading player in financial services. Contribute significantly to a forward-thinking organization, making a substantial impact on strategic initiatives. Join a team that values your insights and encourages growth, shaping the future of financial management.
Responsibilities of the Investment Analyst is as follows:
- Create essential reports and documentation for various stakeholders.
- Analyze manager evaluations using diverse metrics for strategic decision-making.
- Contribute to initiatives involving asset allocation and participate in projects.
- Engage in meetings with external collaborators, analyze insights, and present findings internally.
- Ensure data precision and actively support the onboarding process for new team members and projects.
Requirements
- Relevant degree in finance, economics, or related field.
- CFA designation.
- 2-3+ years of experience in a related role.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong analytical skills with financial modeling expertise.
- Excellent communication and presentation skills.
If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #18440.