- Financial Analysis: Conduct in-depth analysis of financial statements, market trends, and economic indicators to evaluate the performance and potential of various investment opportunities.
- Asset Allocation: Assist in determining optimal asset allocation strategies based on client objectives, risk tolerance, and market conditions.
- Investment Research: Identify and evaluate potential investment opportunities, including stocks, bonds, mutual funds, and alternative investments.
- Risk Assessment: Assess the risk associated with different investment options and provide recommendations to mitigate risk and maximize returns.
- Performance Monitoring: Monitor the performance of existing investments, track market developments, and make adjustments to investment portfolios as needed.
- Client Communication: Communicate investment recommendations and strategies to clients in a clear and concise manner, addressing their questions and concerns effectively.
- Presentation: Prepare and deliver presentations on investment research, market insights, and portfolio performance to clients and internal stakeholders.
- Regulatory Compliance: Ensure compliance with regulatory requirements and company policies in all investment activities.
- Education: Bachelor's degree in finance, economics, or a related field. Advanced degrees (e.g., MBA, CFA) are often preferred.
- Experience: Prior experience in investment analysis, strong financial modeling, or related fields is desirable.
- Analytical Skills: Strong analytical and quantitative skills, with the ability to interpret complex financial data and draw actionable insights.
- Financial Knowledge: Solid understanding of financial markets, investment principles, and asset classes.
- Communication Skills: Excellent written and verbal communication skills, with the ability to convey complex concepts to diverse audiences.
- Team Player: Ability to collaborate effectively within a team environment and work towards common goals.
- Attention to Detail: Meticulous attention to detail and accuracy in financial analysis and reporting.
- Technology Proficiency: Proficiency in financial analysis software, Excel, and other relevant tools.
- We have direct relationships with hiring managers, so you can expect that we proactively market your skill-set to prospective clients that we mutually agree make sense-promoting your strengthsto our client relationships.
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
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Investment Analyst - Raleigh, United States - Vaco
Description
Investment Analyst - HYBRID in the Raleigh, NC AreaAs an investment analyst, you will be part of a team responsible for providing comprehensive investment analysis and recommendations to clients. Your role will involve researching financial markets, analyzing investment opportunities, and assisting in the formulation of investment strategies.
Responsibilities:
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
