- Assume all responsibilities for equity trade settlement and preparation of the trade ledger for all transactions.
- Utilize the Aladdin Risk Management System for equity portfolio management and risk analysis.
- Perform ongoing market research and conduct analysis on existing and potential ETFs.
- Assist in preparation of monthly and quarterly reports and presentations as needed for the Equity Portfolio Manager.
- Update and distribute the equity pricing and performance reports as well as interfacing with Accounting, Treasury and Audit relating to reporting.
- Maintain the equity portfolio in Bloomberg and run ad hoc reports as requested.
- Bachelor's degree required in Finance, Accounting, Economics, Business Administration, or other related degree.
- Chartered Financial Analyst (CFA) and/or MBA (Finance) in progress.
- A minimum of 3-5 years of relevant experience in equity management, analysis, investment or related area.
- Proficient in Excel, Bloomberg, Word and in the use of other current software, including all Microsoft Office products.
- Excellent verbal and written communications skills.
- Strong time management skills, ability to prioritize/handle multiple tasks, and commitment to meeting deadlines.
- Demonstrate solid analytical skills.
- Strong interpersonal and team building skills.
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Equity Investment Analyst - Trenton, United States - NJM Insurance Group
Description
NJM Insurance Group is seeking an Equity Investment Analyst to join its Investments Department. NJM Insurance Group is seeking an Equity Investment Analyst to join its Investments Department. This role is responsible for conducting research and monitoring the stock market and economic conditions to determine appropriate financial decisions that benefit NJM.The Equity Investment Analyst will report into the Equity Portfolio Manager. This position will be based out of NJM's West Trenton, NJ office and have a hybrid work schedule.
Major Areas of Responsibility:
Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.
