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

Canterbury Consulting Incorporated

Verified Company

Newport Beach, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Location
Note that this position is located at our Newport Beach, California office.

We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays.

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:

Intellectual curiosity and a strong interest in the financial markets
An extremely high level of attention to detail and quality
The ability to multitask, balance competing priorities, and meet deadlines
Excellent written and oral communication skills
Strong analytical ability
Completion of a fouryear degree in Finance or related field.

The primary responsibilities of Investment Analysts are to

Collaborate with senior investment consultants on the production of client deliverables such as performance reports, asset allocation studies, investment manager searches, and portfolio analyses

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.

Act as the primary contact person for client staff members and ensure that client requests are completed in a timely and accurate manner

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:

Benefits package includes: excellent medical, dental, life, disability and vision insurance; 401k program with a company match; profit sharing plan, CFA and other professional certifications sponsorship; 11 paid holidays and 17 days of paid time off the first year of employment and flexible schedule options.

As an equal opportunity employer, Canterbury Consulting is committed to a diverse workforce.

Flexible work from home options available.