Investment Analyst - Remote

Overview

An exciting opportunity for an analytical and detail-oriented professional to support the Director of Investments and Strategy in managing investment operations, portfolio management, and financial analysis.

In Short

• Support investment operations and portfolio management.
• Conduct financial analysis and performance analysis.
• Assist in trading and reconciliation tasks.
• Collaborate with Wealth Advisors on investment strategies.
• Stay informed on market trends and regulatory changes.
• Oversee portfolio management system administration.
• Ensure accurate reporting and efficient portfolio workflows.
• Contribute to a dynamic financial services firm.
• Thrive in a collaborative environment.
• Passion for reshaping the future of wealth management.

Requirements

• Strong analytical skills.
• Detail-oriented approach.
• Technical proficiency in investment operations.
• Ability to problem-solve effectively.
• Experience in financial analysis.
• Knowledge of market trends and regulations.
• Collaborative mindset.
• Interest in client-centered financial services.
• Desire for professional development.
• Flexibility and adaptability in a growing firm.

Benefits

• Innovative and growth-driven work environment.
• Comprehensive personal and business solutions.
• Opportunity for professional development.
• Impact-focused culture.
• Collaboration with diverse clients.
• Flexible working arrangements.
• Supportive team dynamics.
• Engagement with industry norms and best practices.
• Contribution to reshaping wealth management.
• Access to a network of professionals.