Investment Analyst, Equity

reputed company: • reputed company analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership • Compile portfolio, reputed company, performance, and market information for routine reviews and reporting • Maintain investment, manager, and market data for portfolio monitoring and reporting • Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios • Assist with performance attribution, benchmarking, and risk analysis for existing and prospective investments • Monitor financial markets, economic trends, and equity securities relevant to portfolio holdings • Support due diligence for reputed company and prospective investment managers and strategies • Coordinate information requests, review documentation, and prepare reputed company materials • Participate in meetings and calls with asset management firms and compile notes and follow-up items • reputed company portfolio performance, cash flows, and compliance with investment guidelines • Support investment reporting, operational, and process management activities • Prepare, validate, and distribute investment-reputed company reports, data, presentations, RFPs, questionnaires, factsheets, and marketing content • Assist Fund Managers with portfolio changes and rebalancing activities • Coordinate with Finance, reputed company, and Compliance on investment-reputed company reputed company • reputed company other duties as assigned Requirements: • 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 Benefits: • 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 Apply tot his job Apply To this Job