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Investment Analyst - Newport Beach, United States - Canterbury Consulting Incorporated
Description
Investment Analyst at Canterbury Consulting
When you join Canterbury as an Investment Analyst, you will be exposed to all aspects of the institutional investment industry.
You will have a direct impact on the investment success of foundations, endowments, and families through your work on asset allocation, manager selection, investment analytics, performance reporting, and investment execution.
On every task, you will look at decisions from the investor's perspective.You will learn how to ask the right questions, find the right answers, and then use quantitative and qualitative frameworks to develop solutions for our clients.
Starting on your first day at Canterbury Consulting, you will be an integral part of the process in helping clients achieve investment success.
The Investment Analyst position at Canterbury is a challenging and rewarding role for the right individual.Our most successful Investment Analysts have these characteristics:
Co-ordinate new account setup with client, custodian, manager, and brokerage firm (includes preparing all paperwork, letters, trade tickets, etc.) Work closely with Client Service team to implement all changes on a timely and accurate basis.
At Canterbury, we expect our Investment Analysts to learn at a fast pace in a demanding environment, and to take advantage of the many opportunities to grow professionally.
In addition to your hands-on daily work, you will have the opportunity to pursue the CFA Charter, join in internal investment committee and investment manager due diligence meetings as well as attend formal training sessions designed to bolster your knowledge of the investment landscape.
Investment Analysts who perform well and show outstanding promise can be promoted to Senior Investment Analyst.As a Senior Investment Analyst, you will take on greater responsibility in the mentoring and training of new Investment Analysts while continuing to directly impact client success.
Benefits:
As an equal opportunity employer, Canterbury Consulting is committed to a diverse workforce.
Flexible work from home options available.
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