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    Investment Analyst - Newport Beach, United States - Canterbury Consulting Incorporated

    Canterbury Consulting Incorporated
    Canterbury Consulting Incorporated Newport Beach, United States

    1 week ago

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    Description

    Investment Analyst at Canterbury Consulting

    Are you passionate about the financial markets? Do you have a keen eye for detail and excel in communication? If so, you might be the perfect fit for the role of Investment Analyst at Canterbury Consulting in Newport Beach, California.

    Key Responsibilities:
    • Collaborate with senior investment consultants on various client deliverables
    • Co-ordinate account setup and handle client requests efficiently
    • Pursue professional development opportunities, including the potential to earn the CFA Charter
    • Potential for promotion to a Senior Investment Analyst role
    Requirements for Success:
    • Intellectual curiosity and a genuine interest in finance
    • Exceptional attention to detail and a commitment to quality
    • Ability to multitask, prioritize, and meet deadlines
    • Strong written and verbal communication skills
    • Solid analytical capabilities
    • Completion of a four-year degree in Finance or a related field

    If you're ready to dive into the world of institutional investments and make a tangible impact on the success of foundations, endowments, and families, this position offers a challenging yet rewarding opportunity. Join Canterbury Consulting and be part of a team that values growth, professionalism, and client satisfaction.

    Benefits:

    Canterbury Consulting provides a comprehensive benefits package, including medical, dental, life, and disability insurance, a 401k program, and paid time off. We also support your professional growth through sponsorships for certifications and ongoing training.

    Don't miss this chance to grow your career in the investment industry with a company that values diversity and excellence. Apply today to join our dynamic team!

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