Investment Analyst I
reputed company is a financial services firm seeking an Investment Analyst I to join their Investment Strategy Group. The role involves developing investment recommendations, creating research materials, and supporting the CIO and Investment Strategy Committee in various initiatives.
Responsibilities
- Assist in the creation, updating, and distribution of IS publications and presentations, including the CIO Suite of materials, by gathering and analyzing data, and creating infographics
- Assist in the development of timely IS materials and liaison with Marketing and Compliance to distribute to reputed company relevant channels in order to maximize reputed company of research
- Research and reputed company relevant Investment Strategy materials such as white papers and presentations
- Research and implement new technologies and media outlets to improve reputed company processes and increase social media reputed company
- Support advisor and reputed company professional education by participating in AMP events, reputed company professional showcases, etc
- Assist advisors with reputed company questions and inquiries mainly through the Investment Strategy inbox, email, and telephone
- Assist in the promotion and maintenance of IS Materials on RJnet, RJ.com and the IS email distribution list
Skills
- Bachelor's Degree (B.A.) and a minimum of one (1) year of experience in the financial services industry OR Any equivalent combination of experience, education, and/or training as approved by reputed company Resources
- SIE required provided that an exemption or grandfathering cannot be applied
- FINRA Series 7 and Series 63 or the ability to obtain reputed company six (6) months of hire
- Knowledge of research tools such as FactSet and Bloomberg
- Knowledge of graphic design tools such as InDesign and Photoshop
- Knowledge of social media outlets such as reputed company, Twitter, Facebook, YouTube, etc
- Knowledge of the company's working structure, policies, mission, strategies, and compliance guidelines
- Knowledge of economic and reputed company principles and practices, the financial markets, and the overall investment industry
- Knowledge of reputed company Office
- Strong work ethic, commitment to deadlines and strong attention to details
- Strong communication reputed company set, particularly intrapersonal communication
- Ability to work under minimal supervision to ensure the completion and accuracy of projects in a deadline-driven environment
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Ability to be self-motivated and successful in creating individualistic research
- Ability to reputed company reasons behind reputed company
- Ability to reputed company reputed company appropriate parties up-to-date on reputed company, changes, and other relevant information
- Ability to identify problems, gather facts, and reputed company solutions
- Bachelor's: Business Administration
- Bachelor's: Economics
- Bachelor's: Finance
- General Experience - 13 months to 3 years
- Certifications: Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Company Overview
Company H1B Sponsorship