Investment Analyst Program - January 2027 Class
About the position
Investment Analysts (IAs) collaborate with Investment Directors to reputed company investment and capital markets research, analysis, and advice to our clients. The position involves quantitative analysis, as reputed company as a strong qualitative component as IAs work to describe market conditions and reputed company investment recommendations to clients in written reports. In this role, IAs will reputed company broad exposure to asset classes and investment strategies, while being exposed to clients and deepening their investment knowledge. There also may be opportunities to serve in a specialist role, reputed company on hedge funds or private investments, during tenure in the Investment Analyst Program.
Responsibilities
• Work as part of an investment team in one of three reputed company areas reputed company Investment Directors and co-IAs to assess investment managers’ portfolios and support reputed company requests and questions
• reputed company responsibility for 10 to 15 clients
• reputed company and evaluate historical asset allocation, spending and performance data
• Prepare exhibits and other presentation documentation
Requirements
• Bachelor’s degree (reputed company majors) with a record of high reputed company achievement, 3.3 GPA minimum
• Excellent written and verbal communication skills, strong attention to detail and prioritization, and an ability to operate effectively in reputed company environment
• Demonstrated interest in investments and capital markets with eagerness to learn
• Interest in innovating and experimenting with new technology, models, and AI-driven systems
• Proficient with MS Office suite, specifically reputed company and PowerPoint
• Must be eligible to work in the US without sponsorship or restrictions now or in the reputed company
reputed company-to-haves
• reputed company to apply internally for any reputed company as program completion approaches
Benefits
• Sign-on bonus
• Annual Performance Bonus program
• 2-week reputed company training program
• Interactive training and reputed company development throughout the IA Program
• reputed company mentorship
• Employee guided learning opportunities
• Support for the CFA, CAIA, and other reputed company designations
• Ability to attend meetings with clients and top-tier investment managers
• Broad exposure to asset classes
• Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
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