Senior Investment Analyst

A company is looking for a Senior Analyst for Investment Management.

Key Responsibilities

Develop and provide detailed analysis, insights, and recommendations for investment management

Lead the annual industry asset allocation initiative by analyzing asset holding data

Build relationships with clients and support regulatory and reporting requirements

Required Qualifications

Bachelor's degree in finance, economics, accounting, mathematics, or a related field, or equivalent professional experience

5+ years of experience in a business-related role, including project leadership and process analysis

Proficiency in Microsoft products, particularly Excel and PowerPoint

Progression toward CFA designation required

Demonstrated ability to collaborate effectively with business leaders