About The Position
The Investment Analyst works in Defined Contributions within Institutional Retirement Plans. The role requires at least three years of professional investment experience, comprehensive knowledge of investment-industry concepts and relevant laws and standards, proficiency with applicable technology and office and communication tools, and the ability to work effectively with customers and colleagues in a fast-paced environment.
Requirements
- High school diploma or GED.
- At least three years of professional investment experience.
- Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures.
- Comprehensive knowledge of pertinent laws, regulations, and professional standards.
- Proficient use of applicable technology.
- Proficient use of MS Office Suite (Outlook, Word, Excel, and PowerPoint) and enterprise communication and travel solutions (Concur and Skype).
- Experience performing work that requires initiative and leadership skills.
- Pursuing the Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), or other approved credentials or credentials required by law.
- Ability to anticipate and elicit customer needs.
- Ability to self-learn and quickly develop business and technical knowledge.
- Motivated team player with demonstrated interpersonal skills.
- Comfort working with quick turnaround times and deadlines.
- Excellent communication skills and ability to interact effectively with individuals at all levels of the organization.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
