$73,810.00 - $110,720.00
The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership. This role supports portfolio oversight activities, investment reporting, due diligence processes, and the preparation of investment-related communications and marketing materials. The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent investment information for internal and external audiences.
Essential Functions for this role include:- Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting.
- Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.
- Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.
- Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments.
- Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings.
- Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials.
- Participate in meetings and calls with asset management firms; compile notes and follow-up items.
- Track portfolio performance, cash flows, and compliance with investment guidelines.
- Support the execution of investment reporting, operational, and process management activities.
- Assist with the preparation, validation, and distribution of investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content.
- Assist Fund Managers in implementing portfolio changes and rebalancing activities.
- Coordinate with internal teams including Finance, Legal, and Compliance on investment-related matters.
- Performs other duties as assigned
If you have the following skills, we encourage you to apply:- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
- Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred.
- General knowledge of statistics and investment data.
- Strong analytical and problem-solving skills.
- Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis.
- Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred.
- Knowledge of investment management and mutual fund industries.
- Applied investment and economic analysis skills.
- Strong written and verbal communication skills.
- High attention to detail and organizational skills.
- Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred.
- Ability to work effectively in a team environment and manage multiple priorities.
- Progress toward the CFA designation preferred.
To benefit your career and support your wellbeing, we offer:- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
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