Talent.com
Investment Research Analyst
Investment Research AnalystPlante Moran • Southfield, MI, United States
Investment Research Analyst

Investment Research Analyst

Plante Moran • Southfield, MI, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to :

  • Conducting due diligence and related research on various investment related topics, including, but not limited to : mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
  • Collaborating with other team members to provide 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 related 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 matters related to the economy, policy, and the capital markets.

The qualification.

  • Bachelor's degree in finance, economics, or related field required
  • 2-4 years of experience in investment consulting and / or due diligence, financial planning, brokerage or investment management industry is required
  • Completion of the requisite degree, with the goal of successfully obtaining your 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 Microsoft Office applications, including Excel
  • Experience with Morningstar or Bloomberg is a plus
  • What makes us different?

    On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different : we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

    Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

    Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

    Plante Moran maintains a drug-free workplace.

    Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

    The specific statements above are not intended to be all-inclusive.

    For Colorado & Illinois Applicants :

    We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related 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 Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

    Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

    Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

    Colorado monthly base range is as follows : $6,166.67 - $7,416.67

    Illinois monthly base range is as follows : $6,750.00 - $8,166.67

    #LI-CB1

    #LI-Hybrid

    serp_jobs.job_alerts.create_a_job

    Investment Analyst • Southfield, MI, United States

    Job_description.internal_linking.related_jobs
    Maserati - Incentives & Competitive Intelligence Analyst

    Maserati - Incentives & Competitive Intelligence Analyst

    Stellantis • Auburn Hills, MI, United States
    serp_jobs.job_card.full_time
    This tactical role supports the execution of Maserati’s incentive programs and competitive intelligence efforts.The Analyst will manage daily incentive operations, monitor competitor activity, and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data Annotation • Farmington Hills, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investor Relations - Analyst

    Investor Relations - Analyst

    General Motors • Warren, MI, US
    serp_jobs.job_card.full_time
    An analyst's responsibilities can include : .Supporting quarterly and calendar-year earnings reporting as needed, partnering across the organization to assist in developing external messaging on subj...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Clinical Research Contracts Lead / Contract Analyst II - ICON Strategic Solutions

    Clinical Research Contracts Lead / Contract Analyst II - ICON Strategic Solutions

    ICON Strategic Solutions • windsor, on, ca
    serp_jobs.job_card.full_time
    ICON plc is a world-leading healthcare intelligence and clinical research organization.We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join u...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Engineering Research & Development Financial Analyst - Now Hiring!

    Engineering Research & Development Financial Analyst - Now Hiring!

    Stellantis • Auburn Hills, MI, United States
    serp_jobs.job_card.full_time
    Engineering Research & Development Financial Analyst.Hybrid - Stellantis US Headquarters & Tech Center.This individual serves as a Finance point of contact for all Engineering, Research & Developme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Sr. Application Analyst - Epic | Cadence

    Sr. Application Analyst - Epic | Cadence

    Henry Ford Health System • Troy, MI, US
    serp_jobs.job_card.full_time
    GENERAL SUMMARY / PRIMARY FUNCTION : .Application Analyst is responsible for participating in the overall design, implementation, training, documentation, operation, and support of Clinical or Business...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Investment Analyst

    Investment Analyst

    Waldron Private Wealth • Plymouth, MI, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Waldron Private Wealth (Waldron) is looking for an Investment Analyst to provide investment portfolio management services, conduct research on the economy and markets, perform due diligence on new ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Engineering Research & Development Financial Analyst - Urgently Hiring!

    Engineering Research & Development Financial Analyst - Urgently Hiring!

    Stellantis • Auburn Hills, MI, United States
    serp_jobs.job_card.full_time
    Engineering Research & Development Financial Analyst.Hybrid - Stellantis US Headquarters & Tech Center.This individual serves as a Finance point of contact for all Engineering, Research & Developme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Clinical Research Contracts Lead / Contract Analyst II

    Clinical Research Contracts Lead / Contract Analyst II

    ICON Strategic Solutions • windsor, on, ca
    serp_jobs.job_card.full_time
    ICON plc is a world-leading healthcare intelligence and clinical research organization.We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join u...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Maserati Incentives & Competitive Intelligence Analyst

    Maserati Incentives & Competitive Intelligence Analyst

    Stellantis • Auburn Hills, MI, US
    serp_jobs.job_card.full_time
    Maserati Incentives & Competitive Intelligence Analyst.Maserati Incentives & Competitive Intelligence Analyst.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Trust Fiduciary Analyst, Sr

    Trust Fiduciary Analyst, Sr

    Comerica • Novi, MI, US
    serp_jobs.job_card.full_time
    The Trust Fiduciary Analyst Sr.Comerica's Alliance and Estate Settlement Trust Advisors to open trust accounts.This role is also responsible for updating the trust accounting platform, completing a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Engineering Research & Development Financial Analyst

    Engineering Research & Development Financial Analyst

    Stellantis • Auburn Hills, MI, US
    serp_jobs.job_card.full_time
    Engineering Research & Development Financial Analyst.Hybrid - Stellantis US Headquarters & Tech Center.This individual serves as a Finance point of contact for all Engineering, Research &am...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RESEARCH INVESTIGATOR

    RESEARCH INVESTIGATOR

    Scholarshipdb • Ann Arbor, MI, US
    serp_jobs.job_card.full_time
    The Department of Pathology at Michigan Medicine has an open Research Investigator position in Ann Arbor, MI.The successful candidate will focus on developing novel immunomodulatory therapies targe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Conflicts Research Analyst

    Conflicts Research Analyst

    Tom Trese • Detroit, MI, US
    serp_jobs.job_card.full_time
    We're recruiting on behalf of a nationally respected law firm seeking a Conflicts Research Analyst to join their growing conflicts team. This role plays a critical part in helping attorneys navigate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data Annotation • Westland, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data Annotation • Warren, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Marketing and Research Analyst

    Marketing and Research Analyst

    Mediabistro • Berkley, MI, United States
    serp_jobs.job_card.full_time
    Lippincott Real Estate Advisors is looking for a self-driven and energetic Marketing and Research Analyst to join our team. This hybrid role combines a mix of creative, organizational, and analytica...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day
    Investment Associate

    Investment Associate

    Staffing • Bloomfield Hills, MI, US
    serp_jobs.job_card.full_time
    Investment Associate Opportunity.Our client is a Midwestern based private equity firm that seeks to acquire majority interests in lower middle market Family / Founder owned businesses in B2B services...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Junior Needs Analysis and Research Consultant

    Junior Needs Analysis and Research Consultant

    Calian Group • windsor, on, ca
    serp_jobs.job_card.full_time
    Junior Needs Analysis and Research Consultant.Calian is seeking a Junior Needs Analysis and Research Consultant to assist our client with the facilitation of their project.Deliver analytical and sc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Statistical Analyst

    Statistical Analyst

    Tigermed • windsor, on, ca
    serp_jobs.job_card.full_time
    Collaborate with statisticians and data managers to ensure data accuracy and consistency.Support ad-hoc data requests, clinical data reviews, and data validation activities.Continuously improve pro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted