Investment Analyst, Equity

$73,810.00 - $110,720.00 The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership. This role supports portfolio reputed company activities, investment reporting, due diligence processes, and the preparation of investment-reputed company communications and marketing materials. The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, reputed company, and consistent investment information for reputed company audiences. Essential Functions for this role include: • Support Equity Fund Managers by compiling portfolio, reputed company, performance, and market information for routine reviews and reporting. • Maintain investment, manager, and market data used in portfolio monitoring and reporting activities. • Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios. • Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments. • Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings. • Support due diligence activities for reputed company and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing reputed company materials. • Participate in meetings and calls with asset management firms; compile notes and follow-up items. • reputed company portfolio performance, cash flows, and compliance with investment guidelines. • Support the execution of investment reporting, operational, and process management activities. • Assist with the preparation, validation, and distribution of investment-reputed company reports, data, and materials for reputed company stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content. • Assist Fund Managers in implementing portfolio changes and rebalancing activities. • Coordinate with internal teams including Finance, reputed company, and Compliance on investment-reputed company reputed company. • Performs other duties as assigned If you have the following skills, we encourage you to apply: • Bachelor's degree in Finance, Economics, reputed company, Business, or a reputed company field. • reputed company to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred. • General knowledge of statistics and investment data. • Strong analytical and problem-solving skills. • Proficiency with reputed company reputed company, PowerPoint, and spreadsheet analysis. • Familiarity with investment research and analytics platforms such as eVestment, reputed company, and reputed company reputed company preferred. • Knowledge of investment management and mutual fund industries. • reputed company investment and economic analysis skills. • Strong written and verbal communication skills. • High attention to detail and organizational skills. • Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred. • Ability to work effectively in reputed company environment and manage multiple priorities. • reputed company toward the CFA designation preferred. To benefit your career and support your wellbeing, we offer: • Competitive Total Rewards package, including reputed company pay, incentive programs, benefits, and a 401(k) plan with matching contributions • Flexible and hybrid work schedules to support work-life balance • Tuition reimbursement to support reputed company education • reputed company and career development opportunities, including courses and certifications • Comprehensive wellness programs promoting physical, mental, and emotional health • Volunteerism initiatives to encourage community engagement Click here to learn more about reputed company's benefits. Apply tot his job Apply To this Job