Senior Investment Analyst

Senior Investment Analyst

The Senior Investment Analyst is responsible for assisting with the overall investment research function of the organization. This role will have expertise in the investment process, gather data for investment analysis and maintain the process and records for various reporting functions.

Essential functions include maintaining the process for the use of third-party research and data, investment and record keeping for current and prospective individual securities and mutual fund securities. Additionally, the role requires maintaining and enhancing a working knowledge of the Bloomberg and other analytic tools in use. The Senior Investment Analyst will prepare and produce investment report presentations for client meetings by partnering with Investment Officers to ensure accuracy, integrity, and appropriate scope of all materials. They will also maintain knowledge of economics and current events affecting investment matters. Under direction from CIO and Investment Officers, they will serve as trader for individual fixed income and equity securities and assist as necessary in trade activity for mutual funds. They will perform projects as assigned, mentor and coach other team members, comply with all company or regulatory policies, procedures and requirements that are applicable to this position, and foster and preserve a culture of inclusion.

Qualifications include CFA or CFA-candidate, Bachelor's degree in accounting, finance, math or other related field, or equivalent working experience preferred. Minimum five years of investment analyst experience, proficient computer skills with experience with Microsoft 365, ability to manage a variety of tasks and work independently, excellent customer service skills, and strong verbal, written and interpersonal communication skills.

Working conditions for this role will be in-person, with duties performed in a professional office environment. The minimum salary range for this position is $70,000 annually. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law. This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.