Investment Analyst Job at Burnett Specialists Staffing | Recruiting, Austin, TX

YU14Q3VsaitJd3J3NGdOcFZxZHhueWlodXc9PQ==
  • Burnett Specialists Staffing | Recruiting
  • Austin, TX

Job Description

Investment Analyst

Financial services company that specializes in creating investment solutions for retirement plans is seeking an Investment Analyst. They will be responsible for conducting investment manager due diligence, generating proposal reports, and maintaining and improving proprietary statistical models. This is an onsite position.

Responsibilities

  • Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
  • Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
  • Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
  • Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
  • Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
  • Maintain and improve proprietary statistical models used for investment analysis and decision-making.
  • Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
  • Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

Qualifications

  • Bachelor's degree in economics, finance, accounting, or computer science.
  • 0-3 years of experience in financial services, preferably with exposure to retirement plans.
  • CFA Level I candidate at minimum.
  • Series 66 or 65 FINRA License.
  • Excellent communication skills, with the ability to effectively engage with external partners.
  • Internal motivation and a proactive approach to problem-solving.
  • Mastery of Microsoft Office applications.

Job Tags

Similar Jobs

Precision Metal Products (PMP)

Manufacturing Manager Job at Precision Metal Products (PMP)

 ...environment. Implement programs targeting cost reduction, quality enhancement, and productivity improvements. Ensure accurate factory execution based on ERP scheduling. Develop employees by providing growth opportunities and unlocking their potential. Drive... 

Avalos Family Trial Attorneys

Family Law Attorney Job at Avalos Family Trial Attorneys

 ...Step into an impactful role as an attorney exclusively practicing family law. We are seeking someone who is truly passionate about providing unwavering support to mothers & advocating for child-related matters. Our firm primarily, but doesnt exclusively, service mothers... 

Butler Academy

Middle School English Teacher Job at Butler Academy

 ...Middle School English Language Arts (ELA) Teacher Butler Academy | Hartsville, SC Because words have powerand so do great teachers. At Butler Academy (BA) , we believe that English is more than just a subjectits a gateway to critical thinking, creativity... 

Vivo InfusionĀ®

Clinical Operations Manager, Registered Nurse Job at Vivo InfusionĀ®

 ...Clinical Operations Manager | Registered Nurse, Required San Antonio, TX | Multi-Site Vivo Infusion Clinical Operations Manager: Vivo Infusion, LLC is looking for a skilled Registered Nurse to lead our infusion centers in the San Antonio, TX region! This... 

PetroChina International (America), Inc.

Crude Oil Scheduler Job at PetroChina International (America), Inc.

PRIMARY PURPOSE OF JOB: We are currently seeking a high-energy professional who is customer-focused with problem-solving skills to join our dynamic organization as a Scheduler with primary focus on Marine & Domestic pipeline activity. Ideal candidate should be natural...