Investment Analyst Jobs

About The Position

Requirements

• Demonstrate a working knowledge of investment types, including equity and fixed income products, and derivative securities.
• Energetic, self-confident, and possess an inquisitive mind.
• A self-starter who is results-driven and controls conscious.
• Possess strong organizational skills and proven ability to manage assignments with competing priorities.
• Exhibit strong interpersonal and communicative abilities.
• Demonstrated capability to perform both independently and collaboratively.
• Possess excellent attention to detail.
• Exhibit strong proficiency in computer skills and digital literacy, particularly with Word, Excel, and similar software applications.

Nice To Haves

• Prior experience in guideline monitoring, investment operations or compliance, or an understanding of different regulatory regimes.

Responsibilities

• Provide support to investment teams to ensure investment transactions and holdings comply with client guidelines and regulatory requirements.
• Review Investment Management Agreements.
• Evaluate client guidelines.
• Maintain the guideline monitoring system, Sentinel.
• Perform real-time, pre-trade support with investors.
• Resolve post-trade incident exceptions generated from Sentinel.
• Collaborate with other Guideline Monitoring Analysts, Global Relationship Teams, Product Management, and Portfolio Management.
• Develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental coverage
• Vision coverage
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life insurance
• Disability insurance
• Adoption assistance
• Back-up childcare
• Tuition reimbursement
• CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)