Investment Analyst Program - Arlington, VA Location, July Class
About The Position
Investment Analysts (IAs) collaborate with Investment Directors to provide investment and capital markets research, analysis, and advice to our clients. The position involves quantitative analysis, as well as a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. In this role, IAs will gain broad exposure to asset classes and investment strategies, while being exposed to clients and deepening their investment knowledge. There also may be opportunities to serve in a specialist role, focused on hedge funds or private investments, during tenure in the Investment Analyst Program.
Requirements
- Bachelor’s degree (all majors) with a record of high academic achievement, 3.3 GPA minimum
- Excellent written and verbal communication skills, strong attention to detail and prioritization, and an ability to operate effectively in a team environment
- Demonstrated interest in investments and the capital markets with eagerness to learn
- Proficient with MS Office suite, specifically Excel and PowerPoint
- Must be eligible to work in the US without sponsorship or restriction now or in the future
Nice To Haves
- Option to apply internally for any open positions as program completion approaches
- Support for the CFA, CAIA, and other professional designations
- Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
Responsibilities
- Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions
- Direct responsibility for 10 to 15 clients
- Gather and evaluate historical asset allocation, spending and performance data
- Prepare exhibits and other presentation documentation
Benefits
- Sign-on bonus
- Annual Performance Bonus program
- 2-week onboarding training program
- Interactive training and professional development throughout the IA Program
- Structured mentorship
- Employee guided learning opportunities
- Support for the CFA, CAIA, and other professional designations
- Team-based work structure
- Ability to attend meetings with clients and top-tier investment managers
- Broad exposure to asset classes
- Comprehensive, competitive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
