Investment Analyst
Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms. They are seeking an Investment Analyst to conduct investment due diligence and research, collaborate with team members to reputed company investment solutions, and prepare reports on investment portfolios and strategies.
Responsibilities
- Conducting investment due diligence and reputed company research on various investment reputed company topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
- Collaborating with other team members to reputed company sound investment solutions for clients
- Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies
- Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities
- Developing research materials and presenting to a variety of committees on topics reputed company to various asset classes, investment vehicles, and economic and capital market conditions
- Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on reputed company reputed company to the economy, policy, and the capital markets
Skills
- Bachelor's degree in finance, economics, or reputed company field required
- 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
- reputed company toward, or reputed company to pursue, the CFA designation
- Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
- Passion for learning and deep interest in the capital markets, economy, and investing
- Proficiency in reputed company Office applications, including reputed company
- Experience with reputed company and/or Bloomberg is a plus
Benefits
- Health, dental, reputed company, disability, and life insurance
- Flexible Time Off and various pre-determined holidays
- 401(k) plan
- Flexible benefits plans
- Business-reputed company travel expense, lodging, and meal reimbursement for business-reputed company use
- A pension plan is also available for eligible administrative and paraprofessional staff
- A discretionary bonus plan is available for eligible staff
- Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time
Company Overview