Plante Moran-posted 3 months ago
$6,166 - $7,416/Yr
Full-time • Entry Level
Hybrid • Kalamazoo, MI
1,001-5,000 employees
Professional, Scientific, and Technical Services

Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your work will include, but not be limited to: * Conducting due diligence and related research on various investment related topics, including, but not limited to: mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds. * Collaborating with other team members to provide sound investment solutions for clients. * Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies. * Engaging regularly with leading money management firms and PMFA's advisors as part of ongoing due diligence and investment consulting activities. * Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions. * Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.

  • Conducting due diligence and related research on various investment related topics.
  • Collaborating with other team members to provide sound investment solutions for clients.
  • Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
  • Engaging regularly with leading money management firms and PMFA's advisors.
  • Developing research materials and presenting to a variety of committees.
  • Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public.
  • Bachelor's degree in finance, economics, or related field required.
  • 2-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry is required.
  • Completion of the requisite degree, with the goal of successfully obtaining your CFA designation.
  • Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
  • Passion for learning and deep interest in the capital markets, economy, and investing.
  • Proficiency in Microsoft Office applications, including Excel.
  • Experience with Morningstar or Bloomberg is a plus.
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • Flexible Time Off
  • 401(k) plan
  • Flexible benefits plans
  • Business-related travel expense reimbursement
  • Pension plan for eligible administrative and paraprofessional staff
  • Discretionary bonus plan for eligible staff
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