Investment Analyst Job at Burnett Specialists Staffing | Recruiting, Austin, TX

bXdyME5oV3QvTDUzUkI3dE1yTTRBa1lrRFE9PQ==
  • Burnett Specialists Staffing | Recruiting
  • Austin, TX

Job Description

Investment Analyst

Financial services company that specializes in creating investment solutions for retirement plans is seeking an Investment Analyst. They will be responsible for conducting investment manager due diligence, generating proposal reports, and maintaining and improving proprietary statistical models. This is an onsite position.

Responsibilities

  • Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
  • Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
  • Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
  • Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
  • Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
  • Maintain and improve proprietary statistical models used for investment analysis and decision-making.
  • Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
  • Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

Qualifications

  • Bachelor's degree in economics, finance, accounting, or computer science.
  • 0-3 years of experience in financial services, preferably with exposure to retirement plans.
  • CFA Level I candidate at minimum.
  • Series 66 or 65 FINRA License.
  • Excellent communication skills, with the ability to effectively engage with external partners.
  • Internal motivation and a proactive approach to problem-solving.
  • Mastery of Microsoft Office applications.

Job Tags

Similar Jobs

Russell Tobin

Visual Merchandiser Job at Russell Tobin

Retail Site Merchandiser Russell Tobin & Associates is seeking a Visual Merchandiser to work for a leading global e-commerce client. This role is working onsite in Seattle, WA. In this role, youll help build the planograms & merchandising updates for store resets...

AEVEX Aerospace

Aircraft Mechanic/Electrician II Job at AEVEX Aerospace

 ...AEVEX Aerospace is looking for an aircraft mechanic with specific electrical experience and whose responsibilities include maintaining...  ...safety regulations and industry best practices Maintains a clean work environment in full compliance with company standards and... 

Kolberg-Pioneer, Inc.

Senior Site Controller Job at Kolberg-Pioneer, Inc.

BUILT TO CONNECT Kolberg-Pioneer is a wholly-owned subsidiary of Astec Industries. Astec is a global, environmentally focused infrastructure and manufacturing company of asphalt road building and aggregate processing. Our mission is to design and build the most innovative...

TOP Group - Japanese Recruiting Agency

Customs Brokerage Agent Job at TOP Group - Japanese Recruiting Agency

 ...Our client, a Japanese Freight Forwarding company is looking for a Customs Brokerage Agent to join their team Title: Customs Brokerage Agent Industry: Logistics Type: Full Time Direct Hire Location: Dallas TX Salary: 52-65K QUALIFICATIONS: At least... 

AdeIphi MedicaI Staffing

Vascular and Interventional Radiologist #80061 Job at AdeIphi MedicaI Staffing

 ...Job Quick Facts: Specialty: Vascular & Interventional Radiology Job Type: Locum Tenens Facility Location: Clarksville, TN Service Setting: Inpatient Reason For Coverage: Supplemental Coverage Period: ASAP - Ongoing Coverage Type: Clinical...