- Assisting with management and board level reports preparation
- Regularly monitoring performance measurement and portfolio compliance reporting
- Reporting on performance, fund updates, risk, and other functions related to alternative investments investment strategy/portfolio
- Performing markets research and analysis
- Assisting with potential new asset managers and classes due diligence
- Leveraging various tools to develop investment portfolio exposure and risks reporting
- Providing investment data systems and infrastructure support
- Bachelors degree in Finance or related discipline
- 0-2 years related investment analyst experience
- Ability to work effectively in a dynamic, fast paced work environment
- Microsoft Office proficiency (Word, Excel, PowerPoint)
- Investment management software experience a plus
- Strong communication skills
- Strong attention to detail
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Investment Analyst - King of Prussia, United States - QUAD, a SolomonEdwards Company
Description
Investment Analyst
Our established, very successful and growing financial services client in the King of Prussia, PA area is seeking an Investment Analyst to join their team.
The Investment Analyst is a highly visible, newly created position that will be responsible for investment portfolio management, due diligence, analysis, reporting, and other activities supporting treasury and investments.
Responsibilities:
The Investment Analyst will be responsible for:
Skills/ Competencies:
The ideal Investment Analyst will possess these skills:
Additional Details:
Employment Type: Direct Hire
Competitive benefits
