Investment Analyst
Corporate Ladder Search Partners Inc
Overview Investment Analyst — Launch Your Career in Investment Management Are you an early-career finance professional looking to build a long-term career in investment management? We are seeking an Investment Analyst with 1–4 years of experience (internships included) to join our collaborative investment team. This role offers hands-on exposure to portfolio management, investment research, institutional clients, and financial markets while working alongside experienced investment professionals. What You'll Do Support Portfolio Managers with portfolio construction, investment strategy, and asset allocation analysis. Monitor client portfolios and analyze investment performance. Prepare performance reports, investment presentations, and client communications. Conduct market, economic, and investment research to support portfolio decisions. Develop and improve portfolio models and analytical tools. Assist in delivering portfolio reviews to institutional clients and investment committees. Qualifications Bachelor\'s degree in Finance, Economics, Accounting, Mathematics, or a related field. 1–4 years of relevant experience (including internships). Strong analytical, quantitative, and problem-solving skills. Advanced Microsoft Excel skills and proficiency with Microsoft Office. Excellent written and verbal communication skills. Highly organized, intellectually curious, and eager to learn. Interest in investment management, financial markets, and portfolio analysis. Preferred Experience in investment management, institutional consulting, private equity, or real estate investing. Progress toward the CFA designation or interest in pursuing it. Minimum undergraduate GPA of 3.5. Location This position is based in Cleveland, Ohio. We are seeking local candidates who currently reside within a reasonable commuting distance in Northeast Ohio. Relocation assistance is not available. Out of area candidates will not be considered. #J-18808-Ljbffr
Vacancy posted 2 days ago
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