Investment Analyst

Investment Analyst HYBRID in the Raleigh, NC Area

As an investment analyst, you will be part of a team responsible for providing comprehensive investment analysis and recommendations to clients.

Your role will involve researching financial markets, analyzing investment opportunities, and assisting in the formulation of investment strategies.

Responsibilities :

• Financial Analysis : Conduct in-depth analysis of financial statements, market trends, and economic indicators to evaluate the performance and potential of various investment opportunities.
• Asset Allocation : Assist in determining optimal asset allocation strategies based on client objectives, risk tolerance, and market conditions.
• Investment Research : Identify and evaluate potential investment opportunities, including stocks, bonds, mutual funds, and alternative investments.
• Risk Assessment : Assess the risk associated with different investment options and provide recommendations to mitigate risk and maximize returns.
• Performance Monitoring : Monitor the performance of existing investments, track market developments, and make adjustments to investment portfolios as needed.
• Client Communication : Communicate investment recommendations and strategies to clients in a clear and concise manner, addressing their questions and concerns effectively.
• Presentation : Prepare and deliver presentations on investment research, market insights, and portfolio performance to clients and internal stakeholders.
• Regulatory Compliance : Ensure compliance with regulatory requirements and company policies in all investment activities.

Qualifications :

• Education : Bachelor's degree in finance, economics, or a related field. Advanced degrees (, MBA, CFA) are often preferred.
• Experience : Prior experience in investment analysis, strong financial modeling, or related fields is desirable.
• Analytical Skills : Strong analytical and quantitative skills, with the ability to interpret complex financial data and draw actionable insights.
• Financial Knowledge : Solid understanding of financial markets, investment principles, and asset classes.
• Communication Skills : Excellent written and verbal communication skills, with the ability to convey complex concepts to diverse audiences.
• Team Player : Ability to collaborate effectively within a team environment and work towards common goals.
• Attention to Detail : Meticulous attention to detail and accuracy in financial analysis and reporting.
• Technology Proficiency : Proficiency in financial analysis software, Excel, and other relevant tools.

WHY VACO?

We have direct relationships with hiring managers, so you can expect that we proactively market your skill-set to prospective clients that we mutually agree make sense promoting your strengths to our client relationships.

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.