Salary Company Skills How To Become Job Openings

Investment Analyst jobs in the United States

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

M
Investment Analyst
  • Meketa Investment Group
  • Carlsbad, CA FULL_TIME
  • Investment Analyst

    The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
    The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.

    Required Skills:
    • MBA, CFA Program, and/or CAIA Program enrollee (or designee)
    • A minimum of three years of relevant experience, ideally in finance/investing
    • Sound understanding of economic and investment theory and practices
    • Solid quantitative skills, including facility with financial and statistical concepts
    • Superior written and verbal communication skills
    • Superb computer skills, including facility with Microsoft Office Suite
    • Excellent attention to detail
    • Ability to gather, organize, coordinate, and interpret data from disparate sources
    • Ability to work efficiently and accurately under pressure and to meet deadlines
    • Ability to work independently and to proactively seek new responsibilities
    • Ability to work well with employees from other company departments and offices
    • Ability to travel periodically, up to 20% of the time

    Essential Responsibilities:
    • Participate regularly in client meetings for one or more clients.
    • Contribute to the firm’s research activities, as needed.
    • Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
    • Calculate and verify client-related investment data.
    • Gather and organize financial data related to client accounts and investment managers and strategies.
    • Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
    • Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
    • Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
    • Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
    • Develop resources that create and enhance timely and efficient workflow.
    • Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
    • Fulfill any and all other duties deemed necessary by management.

    Job Performance Evaluation Criteria Include:
    • Accuracy and timeliness of work product
    • Growth in knowledge base, including general investment and economic topics, as well as client-related issues
    • Degree to which specialized knowledge is communicated and available to other investment staff
    • Level of proficiency with investment-related software
    • Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
    • Contribution to improvements in the quality of the company’s investment advisory services
    • Contribution to improvements in the efficiency of the company’s analytical processes and procedures
    • Maintenance of good working relationships with other employees
    • Levels of satisfaction of consultants as users of the Analyst’s services
  • 11 Days Ago
Apply this Job
G
Investment analyst (Mandarin required)
  • Golden Meadow Investment LLC
  • Jersey, NJ CONTRACTOR,FULL_TIME,TEMPORARY,INTERN
  • Investment analyst (Sponsor H1B, OPT or CPT, Mandarin required) Job description Job Title: Investment analyst (Sponsor H1B, OPT or CPT) Job Responsibility 1. Assist in evaluating potential investment ...
  • Just Posted
Apply this Job
W
Alternative Investment Analyst
  • West Virginia Investment Management Board
  • Charleston, WV FULL_TIME
  • Alternative Investment Analyst The West Virginia Investment Management Board is accepting resumes for an Alternative Investment Analyst. This is a full-time position that offers a great work/life bala...
  • Just Posted
Apply this Job
S
Investment Operations Analyst - Public Markets- Middle Office
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 12 Days Ago
Apply this Job
M
Senior Investment Research Analyst (multiple positions)
  • Morningstar Investment Management, LLC
  • Chicago, IL FULL_TIME
  • Job Title: Senior Investment Research Analyst (multiple positions)Responsibilities:Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research th...
  • 14 Days Ago
Apply this Job
9
Investment Analyst (IAS - Patel - Glastonbury, CT)
  • 958 - 958-CG Investment Advisor
  • Glastonbury, CT FULL_TIME
  • General Description: The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpr...
  • Just Posted
Apply this Job
View All Investment Analyst Jobs

Investment Analyst jobs at Popular Companies

J
Project / Portfolio Manager - Executive Director
  • JPMorgan Chase
  • Columbus, OH
  • As a senior leader in Project Execution, you'll lead high-performing teams in envisioning and creating complex technolog...
  • 5/19/2024 12:00:00 AM
Apply this job
C
Investment Credit Analyst I
  • Corporate One FCU
  • Columbus, OH
  • Job Description Job Description Are you eager to develop your career in finance? We’re looking for an analytical and det...
  • 5/18/2024 12:00:00 AM
Apply this job
C
Asset Manager
  • CAPITAL HOLDINGS EAST LLC
  • Columbus, OH
  • Job Description Job Description Are you a high energy, multi-tasking, ambitious professional looking for a challenge? Co...
  • 5/17/2024 12:00:00 AM
Apply this job
S
ServiceNow Technical Consultant Strategic Portfolio Management (SPM) (Remote)
  • Sigital
  • Columbus, OH
  • Sigital is seeking an experienced, ServiceNow technical consultant with a focus on implementations in the Strategic Port...
  • 5/17/2024 12:00:00 AM
Apply this job
A
Industry X - Digital Manufacturing Transformation Go To Market, Senior Manager, Enterprise Asset Management
  • Accenture
  • Columbus, OH
  • We are Industry X: We embed innovation, intelligence and sustainability in the way the world makes things and the things...
  • 5/17/2024 12:00:00 AM
Apply this job
C
Sr. IT Asset Management, HYBRID
  • Connection
  • Columbus, OH
  • Overview: Connection Services has a fantastic opportunity through our managed services division for an Sr IT Asset Manag...
  • 5/16/2024 12:00:00 AM
Apply this job
J
Asset Management - ART External Client Advisor - Vice President
  • JPMorgan Chase
  • Columbus, OH
  • Introductory Market Language Our Sales teams help our clients build stronger portfolios, for institutions, intermediarie...
  • 5/16/2024 12:00:00 AM
Apply this job
J
Wealth Management, Trust & Estates, Closely Held Asset Management-Vice President
  • JPMorgan Chase
  • Columbus, OH
  • JPMorgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth man...
  • 5/16/2024 12:00:00 AM
Apply this job
View All Investment Analyst Jobs
Income Estimation for Investment Analyst jobs
$100,887 to $136,974