Investment Analyst jobs in South Carolina
Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Furman University
-
Greenville, SC
FULL_TIME
-
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Job Title:
Investment Analyst
Job Family:
Professionals
Full-Time/Part-Time:
Full time
Compensation Grade:
9S
Pay Type:
Salary
Department:
Investment Office
Job Summary:
Furman University, founded in 1826, is a prestigious private liberal arts and sciences university located in Greenville, SC. The Furman University Endowment is critical to the university’s ability to achieve its goals. The annual distribution from the endowment funds a significant portion of the university’s annual operating budget. The Furman Investment Office is responsible for endowment management including asset allocation, the selection and termination of investment managers and monitoring performance of the portfolio, and reporting to the Furman University Investment Subcommittee. The endowment primarily partners with external investment managers and invests globally across all asset classes.
Job Description:
Summary:
The Investment Analyst will serve in a generalist role to assist the senior investment staff in all aspects of investment research, portfolio management, and endowment operations for the Furman University Endowment. The Investment Analyst will report directly to the Chief Investment Officer.
Responsibilities: - Works closely with the senior investment team to:
- Implement decisions made by staff and the Investment Subcommittee.
- Prepare comprehensive communications (monthly reports, quarterly meeting materials, project deliverables, etc.) for University officials, Investment Subcommittee members, other stakeholders as necessary.
- Drafts, prepares, and/or presents reports for the senior investment team, Investment Subcommittee members, or other stakeholders as needed.
- Actively participate in and prepare for external investment manager meetings.
- Assists the senior investment team with qualitative and quantitative research across various investment strategies and for aggregate endowment performance.
- Supports senior investment team members in developing and maintaining internal investment processes and performance reporting templates.
- Networks with investment professionals of similar sized endowments, foundations, family offices, pensions, consultants, etc. to attain information on investment strategy, asset allocation; best practices and prospective investment managers.
- Assists the University’s broader Finance function in preparing compliance materials for the University’s outstanding debt issues.
- Maintains effective relationship with the University’s investment consulting firms.
- Pursues professional development opportunities.
- Perform a wide variety of tasks on an as needed basis.
- Reports directly to the Chief Investment Officer.
- Daily contact with the Director of Investments and the Chief Investment Officer. Frequent contact with University financial staff to plan, coordinate, problem solve, present information and make suggestions related to mutual goals.
- Frequent contact with external investment managers; investment consultant; investment professionals for other endowments; and University Trustees.
- Tasks involve interpretation of data and/or procedures to address opportunities or situations that are not clearly defined. Work involves non-routine/diverse work not defined by procedures.
- Expect collaborative efforts with VP for Finance and Administration and the Investment Subcommittee.
- Bachelor’s degree in economics, finance, business, mathematics, or a related field.
- Self-motivated, self-directed and passion for learning, particularly about financial markets and investing.
- Strong organizational, analytical & interpersonal skills – written & verbal.
- Meticulous attention to detail.
- High ethical and professional standards.
- High degree of humility.
- Team orientation and strong interest in supporting the work of a university endowment.
- Proficiency in MS Excel, Word, and PowerPoint.
- 1-3 years of experience in the investment industry.
- Pursuit of CFA and/or CAIA designations.
- Experience using Evestment, Bloomberg, CapitalIQ, Dynamo or related software.
- Experience with programming languages such as R, Python, and/or Ruby for data analysis and automation tasks. Familiarity with SQL for advanced database management and data retrieval.
- Work is performed in usual office conditions. Some travel possible (0 – 5% of the time).
- 12 Days Ago
Required
Certification Requirements:
Job Posting End Date (if date is blank, posting is open ended):
Systems Analyst
- TICO (Terminal Investment Corporation)
-
Ridgeland, SC
FULL_TIME
- SYSTEMS ANALYSTLocation: TICO Manufacturing in Ridgeland, SCFLSA Status: Salary ExemptDepartments: ITSystems Analyst to join our Team!Some of the benefits of this exceptional opportunity are:Stability...
- 9 Days Ago
Cash Processing - Cash Operations Analyst
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- Position Summary RoundPoint is a fully integrated, non-bank mortgage servicing company with offices located in Fort Mill, SC, Dallas, TX. Our lines of business include loan origination, loan servicing...
- 1 Month Ago
Sr. Investment Product Analyst
- LPL Financial
-
Fort Mill, SC
FULL_TIME
- Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of an innovati...
- 1 Day Ago
Investment Operations Analyst/Associate
- Ana-Data Consulting Inc
-
Ridgeland, SC
FULL_TIME
- Summary: This position is responsible for implementing and ongoing management, including procedural documentation, of daily operations, risk and compliance controls, as well as trading, reconciliation...
- 25 Days Ago
Senior Analyst Investment Product Management
- LPL Financial
-
Fort Mill, SC
FULL_TIME
- Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
- 7 Days Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Oasis Management Company Ltd.
-
Austin, TX
- Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
- 6/10/2024 12:00:00 AM
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Boston, MA
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Hartford, CT
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Sarasota, FL, Co.
-
Sarasota, FL
- Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Fanning/Masis
-
Boston, MA
- Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
- 6/8/2024 12:00:00 AM
Investment Analyst
- Heck Capital Advisors
-
Rhinelander, WI
- Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
- 6/7/2024 12:00:00 AM
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$95,485 to $129,641
Most Popular Cities in South Carolina for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019