Investment Analyst
Ascendo Resources
Seeking an Investment Analyst for our client who will support a senior team across portfolio analysis, investment implementation, client servicing and day-to-day investment activities. Responsibilities Support senior investment professionals with day-to-day portfolio and investment activities. Assist with the preparation and implementation of investment strategies based on client objectives and requirements. Perform portfolio analysis and assist with ongoing monitoring of investments and account activity. Coordinate with internal teams to support investment transactions and trading activity. Assist with investment-related research, analysis and reporting. Prepare materials and information for client and internal investment discussions. Respond to investment and account-related requests accurately and efficiently. Assist with special projects and broader investment initiatives. Qualifications 3+ years of experience within an investment team, or a financial services team focusing on Portfolio or Investment Support Experience within investment management, wealth management, private banking, investment advisory, research, investment operations or a related area. Bachelor’s degree in Finance, Business, Accounting, Economics or a related discipline. Strong foundation in investment and financial concepts. Strong analytical and quantitative skills. Advanced Excel skills and proficiency with Word and PowerPoint. This role requires a fully bilingual Spanish and English candidate #J-18808-Ljbffr
Vacancy posted 4 days ago
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