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

Rutland Regional Medical Center

Medical Assistant - Clinic Job at Rutland Regional Medical Center

 ...Under the direction and supervision of practice providers or nursing staff, the Medical Assistant is responsible for clinical duties to prepare the patient for the encounter, assist the clinicians in the delivery of care, and maintains examination rooms, equipment, and... 

Minnesota Department of Transportation

Temporary Custodian Job at Minnesota Department of Transportation

This position will Maintain the building floors and hallways; windows, ceilings, and walls; clean and maintain supplies in restrooms; perform grounds maintenance; clean assigned state-maintained sidewalks and parking lots; operate, maintain and make minor repairs on building...

Max Mara Fashion Group

Cafe And Kitchen Manager, MaxMara Cafe (Americana Manhasset) Job at Max Mara Fashion Group

 ...Job Title: Cafe Manager / Lead Prep Cook Location: Long Island, NY Employment Type: Full-Time About the Role: Join the culinary...  ...the kitchen team in a hands-on, collaborative way Uphold food safety, cleanliness, and organization standards in line with health... 

Cucamonga Clothing Exchange

Sales Associate Job at Cucamonga Clothing Exchange

 ...Cucamonga Clothing Exchange is a cutting edge Buy Sell Trade store in the Rocklin Crossing shopping center directly across from TJ Maxx! We provide customers with a sustainable alternative to fast fashion and an opportunity to buy name brand, quality clothing at fantastic... 

ABGi USA

Project Manager - Water Resources Job at ABGi USA

 ...design scalable hiring programs , and provide fractional or project-based HR expertise tailored to their business goals. When you'...  ...About the Role Were hiring a Water Resources Project Manager on behalf of our client, a reputable engineering firm located...