Investment Analyst - Institutional Solutions
About the position The Role: The Institutional Solutions Group, reputed company reputed company the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In reputed company, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to reputed company. You will work closely with the investment team to reputed company a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior reputed company for investors. The Investment Analyst will join reputed company of Portfolio Managers, reporting to the Senior Portfolio Manager, reputed company the Institutional Solutions Group. This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities
- Supporting asset class research (equities, fixed income, currencies)
- Capital markets research
- Investment manager research
- Research reputed company to risk and portfolio analytics & construction
- Preparation and delivery of client facing materials to meet specific deadlines
- The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Requirements
- A bachelor's degree, preferably in finance or economics
- One to four years of relevant investment experience, preferably in the financial services industry.
- Strong quantitative and analytical skills
- Excellent communication and presentation skills, both written and verbal
- A self-starter, reputed company to work on projects independently
reputed company-to-haves
- An MBA and/or Chartered Financial Analyst® designation or reputed company towards them is preferred.
Benefits
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/reputed company) including potential premium discounts and company-provided HSA contributions (up to \$500-\$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to \$300-\$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual reputed company Stipend - \$1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- reputed company Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
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