Temporary Investment Analyst

Overview

We are seeking a motivated and detail-oriented individual to join our investment team as a Temporary Entry-Level Investment Analyst.

In this role, you will support the investment committee by conducting equity research, analyzing financial data, preparing reports, and assisting with investment analysis and portfolio management.

This temporary position offers an excellent opportunity to gain hands-on experience in the investment industry and contribute to key projects.

Hours : Generally, 8-10 hours per week.

The Ideal Candidate

• You are currently enrolled in a university or college in an undergraduate or graduate program.
• You have a strong work ethic, intellectual curiosity and a passion for learning.
• You are keenly interested in financial markets and equity research.
• You thrive in collaborative team environments and excel when working independently.

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Conduct thorough fundamental analysis of potential investment opportunities, including financial statement analysis, industry research, and competitive analysis.
• Monitor and evaluate existing portfolio holdings, providing ongoing analysis and updates.
• Maintain accurate records and files, organizing documents and data in accordance with regulatory requirements and company policies.
• Assist with the preparation of financial reports and presentations.
• Assist with special projects and initiatives.

What's in it For You?

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry.

You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust.

While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development.

What You'll Need

• Current enrollment in a bachelor’s or master’s degree program in finance, economics or a related field at a university or college is preferred.
• Familiarity with analyzing financial statements.
• Strong quantitative skills and attention to detail, with the ability to maintain accuracy and confidentiality in a fast-paced environment.
• Proficiency in Microsoft Office suite.

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.

AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!