Senior Investment AnalystVirtualVocations • Fort Collins, Colorado, United States
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Senior Investment Analyst
VirtualVocations • Fort Collins, Colorado, United States
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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
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Investment Analyst • Fort Collins, Colorado, United States
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