Investment Analyst Job Description Sample
Investment Strategy Group (Lifecycle savings, retirement security)
Vanguard serves a large number of individual investors, in the U.S. and abroad, whose investment objectives include the financing of old-age retirement security and other goals across the lifecycle. We seek candidates with interests in lifecycle savings and retirement security, including lifecycle modeling, tax-efficient investing, optimal portfolio choice, post-retirement decision-making, and related disciplines.
We are currently seeking an Investment Analyst for the Retirement Income Working Group. The Retirement Income Working Group is responsible for developing global retirement income thought leadership for individual investors and support that research by participating in ambassador events as well as consulting services projects. This will include thought leadership on portfolio and non-portfolio strategies for all phases of retirement from accumulation through funding of retirement goals. The team will develop, review and enhance the methodology for investors to succeed in meeting their retirement goals, integrating portfolio construction with holistic financial planning and wealth management.
How you'll spend your days:
As an Investment Analyst, you will spend your days developing research, commentary, and presentation materials to support retirement income methodology, client/advisor meetings and product development. You will partner with other ISG (Investment Strategy Group) working teams as well as other Vanguard departments to integrate Vanguard's retirement income thought leadership. In partnership with global ISG and business partners, you will develop thought leadership specific to each country/region as well as global best practices. Developing local expertise (SMEs) as it relates to global retirement issues, will help to monitor competitor approaches, tax and legislative changes, and inter-relationships with the retirement research agenda.
The Ideal Candidate Should Possess:
Undergraduate degree or an equivalent combination of education and experience and PhD, Economics highly preferred
MBA and/or CFA, or progressing toward either preferred
Minimum five years overall business experience including at least three years direct investment experience. Solid knowledge of capital markets and investment concepts.
Exceptionally strong technical and analytical skills.
Ability to write effectively.
Ability to work independently on multiple assignments simultaneously.
Excellent computer skills, including broad knowledge of all MS Office software.
Vanguard is not offering visa sponsorship for this position.
ABOUT OUR ORGANIZATION
The Investment Office of Partners Healthcare oversees a large investment portfolio for Partners HealthCare (PHS), an integrated health care system in Boston, founded in 1994 by Brigham and Women's Hospital and Massachusetts General Hospital. PHS, a non-profit organization, is the nation's leading biomedical research organization and is a principal teaching affiliate of Harvard Medical School. In addition to its two academic medical centers, the PHS organization includes community and specialty hospitals, a managed care organization, a physician network, community health centers, insurance affiliates, home health and long-term care services, and other health care entities. PHS is committed to patient care, research, teaching, and service to the community.
The Investment Office manages a large and diverse global portfolio of assets including equities, fixed income, hedge funds, private equity, and real assets.
The Investment Office seeks highly motivated professionals to provide analytical, research, and investment process support to join our Investment Team. An analyst is a key part of the investment team that manages PHS's externally managed investment portfolio. A successful candidate will have a demonstrated record of academic achievement, an interest in investment markets, success working in a team environment, and a strong willingness to learn to be a long-term institutional investor.
An Investment Analyst is an essential part of the team responsible for the timely execution of assigned investment research, analytics, risk management, due diligence and reporting activities. An analyst works in a collaborative and flexible environment as part of a generalist team that engages in portfolio management, asset allocation, and general market and investment strategy research across all investment asset classes. This mandate challenges an Investment Analyst to be informed and thoughtful about varied investments in changing markets.
- Monitor existing managers
oProactively track news on existing investments and markets
oTrack investment exposures
oSupport preparation of performance, liquidity, and other reports
oMonitor manager terms and fees
oWrite and disseminate timely notes on manager meetings, performance, and portfolios
- Source and monitor prospective managers
oSupport new manager diligence
oWrite and disseminate timely notes on manager meetings, performance, and portfolios
oConduct analytics and ad hoc studies on potential investments
- Maintain internal and external data resources
oContribute to project work as it relates to the team's use of systems and data
- Support broader office initiatives
oWork within team structure to support investment, operations, and performance team via qualitative and quantitative analysis and assistance with presentations
oBe a resource to interface between other PHS departments
Develop investment skills and positively contribute to the investment success and excess return of the investment pools
Contribute to business continuity preparedness, documentation, internal processes, and site visits
Undergraduate or graduate degree with proven academic achievement
Demonstrated interest in investment markets
Relevant work experience
Strong quantitative and reasoning skills
Strong oral and written communication skills
Excellent MS Excel skill, understanding of statistics, and familiarity with databases preferred
Interpersonal skills to successfully interact with other groups within and outside PHS
Excellent organizational skills
Ability to handle multiple tasks with accuracy and attention to detail
Unquestionable ethical standards
InSite Group is a boutique real estate investment and development company based in Fort Lauderdale, FL and founded in 1996. The firm specializes in the development and re-positioning of opportunistic and value-added hospitality, residential, and mixed use properties in major markets throughout the U.S. Through its vertically-integrated development platform, InSite Group is able to maximize investment value at every stage in the project life cycle.
The Investment Analyst identifies, researches, evaluates, and creates recommendations on mergers and acquisitions (M&A). The primary job functions include performing due diligence to set strategy, establish valuation and pricing, establish standards and controls, identify legal investment banking issues, create financial modeling, conduct analysis and research, and participate in creating tender offers.
Compiles and analyzes data regarding companies to be acquired. (Load Data and Deal Points)
Benchmark Operational vs Industry, Market and PM Standards
Build bridge for latest year As-is vs Operation.
Confidently project revenue growth and expense reduction
Coordinate with internal and external parties to meet quality and timing expectations
Defend and form assumptions
Mentor junior analysts
Take initiative on New Projects and process improvements
Performs financial forecasting and reconciliation of internal accounts.
Prepare, analyze and explain historical and projected financial information.
Performs multiple valuation analyses and makes financial forecasts related to a transaction; presents recommendations to managers.
Evaluates overall bid price and related costs versus the synergy value that can be realized.
Minimum of a Bachelor's Degree with coursework in accounting and/or finance; MBA preferred.
Previous experience in the Hospitality and/or Real Estate industries required
5+ years of experience in investment banking, corporate merger and acquisitions or a related
Researches to uncover target companies; analyzes the market and searches for other relevant potential values that can be generated through transactions.
Advanced Microsoft Office skills, particularly with Microsoft Excel and PowerPoint
This job description is not an exclusive or exhaustive list of all job functions that an associate in this position may be asked to perform from time to time.
InSite Group is an Equal Opportunity Employer. M/F/D/V
Drug Free Workplace
Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun.
Equity, ETF, and Fund analyst focused on fundamental analysis. Analyzes financial information to forecast business trends, earnings estimates, industry, and economic conditions, for use in making investment decisions. This role includes performing the following duties.
Essential Duties and Responsibilities
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Gathers and analyzes company financial statements, industry trends, regulatory and economic information; new government legislation; and financial research.
Works closely with the Chief Investment Officer (CIO) and other Investment Managers regarding securities, funds, and other assets being deployed across investment strategies.
Interprets data concerning price, yield, performance, risk, volatility, suitability, and valuation. Summarizes data describing current and long-term trends in investment risks and economic influences pertinent to investments.
Prepares reports, including charts and graphs, to illustrate trends, establish price targets estimate potential returns, and possible risks of various investment opportunities.
Makes investment recommendations including potential buys and sells to CIO and Asset Management team. .
Maintains data and spreadsheets detailing financial performance of investment options and decisions.
Ability to communicate investment strategy and decisions to Relationship Managers and other CitizensTrust associates.
Participates in the production of marketing and client review materials.
Participates in the trading review and approval process.
Provide, present and promote The Citizens Experience to all external and internal customers.
Other duties as assigned.
This job has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree and Master's degree preferred, or two to ten years related experience and/or training, or equivalent combination of education and experience; CFA designation is a positive attribute.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers and prospects.
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of financial statement analysis. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Outlook Database software, Microsoft Excel, Word, and PowerPoint software. Bloomberg terminal experience is a plus.
Certificates, Licenses, Registrations
Current California Driver's License is required for business related travel. CFA (Chartered Financial Analyst) designation is desired.
Other Skills and Abilities
Must be able to drive 20% of the time.
Must be able to drive 20% of the time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
The Investment Analyst, as a member of the Investment Office team, will report to the Chief Investment Officer. On a day-to-day basis, the Analyst will work closely with other members of the Investment Office team to support management of the Endowment and the Office's overall responsibilities within NYU.
The Analyst will be integrally involved in the analytic and documentation activities related to the selection, monitoring and oversight of the Endowment's external investment managers. He/she will also be involved in a range of activities involving preparing portfolio analytics, market research, analyses for the Chief Investment Officer and Investment Committee, and ad hoc analyses and research. He/she will be responsible for producing high quality work, including material that is readily presentable to constituencies outside of the Investment Office.
Required Education:Bachelor's degree
Preferred Education:Bachelor's Degree with an overall GPA of 3.6 or higher.Required Experience:Two to five years of professional experience, with relevant analyst training in an investing, strategy, consulting, or banking environment.Preferred Experience:N/ARequired Skills, Knowledge and Abilities:Must possess an attitude that is proactive, self-motivated, hardworking, enthusiastic, and accountable. Intellectual curiosity, keen attention to detail, and a commitment to fact checking and follow-up.
Superior problem solving and analytic skills; advanced proficiency in Excel and familiarity with statistical analyses. Excellent oral and written communication skills with advanced proficiency in Powerpoint. The interpersonal qualities necessary to establish credibility within the Office and University, and with external managers and service providers.
The flexibility to work both autonomously and collaboratively. The ability to manage multiple tasks and meet deadlines in a dynamic and demanding setting. A desire to have a meaningful impact and deliver results.
A strong moral compass and the highest ethical standards. Good sense and sound judgment.Preferred Skills, Knowledge and Abilities:Familiarity with performance calculations and investment/research systems and applications. Familiarity with various asset classes and general knowledge of investments.
Understanding of capital markets. Understanding of financial statements.
EOE/AA/Minorities/Females/Vet/Disabled/Sexual Orientation/Gender Identity
Job ID: HF-1025518 Description:
You will be responsible for performing routine functions and contributing to special initiatives related to investment portfolio management, investment strategy, security analysis, and investment analytics/risk management. Works under the direction and oversight of the Senior Manager of Enterprise Investments. Skill set required is highly technical, and typically requires specialized educational opportunities to develop and demonstrate subject matter expertise.
Performs financial/statistical modeling and analysis with substantial guidance from senior team leads.
Supports development, execution, and evaluation of investment strategies.
Develops formal proprietary research supporting the selection, and execution of investment transactions for internally managed investment portfolios with substantial guidance and oversight from senior team members.
Contributes to internal investment management, trading and hedging activities under the oversight of senior team members.
Contributes to research/analysis of the investment sectors currently invested or under consideration with minimal input from senior team members.
Contributes to in-depth research of higher risk investments and sector allocations.
Contributes to due diligence, evaluation, and selection of Private Investments (including Private Equity, Private Debt, Private Infrastructure, Tax Credit Investments)
Required Job Qualifications:
Minimum 1 year of experience
Demonstrable written and oral communication skills.
Demonstrable analytical, problem solving, and organizational skills.
Demonstrable skill with mathematical analysis and statistics.
PC proficiency includes Word, Excel, and PowerPointPreferred
Preferred Job Qualifications:
1 to 3 years of experience in management consulting, investment analysis/management, capital markets, and/or statistical analysis in an institutional setting.
Progress toward of the following professional certifications/designations: CFA, CAIA, CPA, or MBA.
Knowledge of Microsoft Excels advanced analytical capabilities.
Knowledge of Bloomberg Financial advanced functionality.
Experience conducting fundamental analysis of corporate bonds and/or structured
This position will be based out of Chicago, Illinois.
HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants. We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Expertise Accounting / Finance Job Type Full-Time Regular Location IL - Chicago
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.
Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Serve on an investment consulting team that provides advice on the investment management decision-making process to institutional investors. Services provided include investment process review, asset allocation studies, investment structure design, investment manager search, performance reporting, and other investment advisory services.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Asset Allocation Research
a. Assist with asset class research.
b. Assist with asset allocation studies.
c. Assist with industry and economic research.
2.Investment Manager Research
a. Conduct qualitative analysis on investment managers and synthesize analysis into reports that are distributed to the Investment Committee members.
b. Update and maintain quantitative analysis on investment managers.
c. Monitor client holdings and communicate issues to the Investment Committee.
d. Serve as a voting Member of the Investment Committee.
a. Prepare client correspondence and other presentations for review by senior team members.
b. Support consultants, relationship managers, sales officers, and operations staff with client retention and new sales efforts.
c. Participate in the development and delivery of SHDR IA conferences and other educational meetings on topics related to the investment management process.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Master of Business Administration or masters degree in economics or finance or equivalent education and related training
2.Strong analytical and spreadsheet skills
3.Excellent communication skills - written and verbal
4.Independent working style and the ability to work well on a team
5.Enrollment in the Chartered Financial Analyst program
6.Ability to travel as required
7.Proficient computer skills
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Newmark Knight Frank (NKF) is one of the world's leadingcommercial real estate advisory firms. We provide a fully integrated platformof services to prominent multinational corporations and institutional investorsacross the globe, as well as to occupiers, owners and developers of real estateon a local, regional and national level.
Togetherwith London-based partner Knight Frank and independently-owned offices, NKF's14,100 professionals operate from more than 400 offices in established andemerging property markets on six continents.
The Investment Analyst will work closely withbrokers and Transaction Managers to provide financial analysis, underwritingand market research. Additionally, the position will be responsible foreffectively relaying this information through the production of comprehensivemarketing material.
Essential Job Duties:
Assistin the underwriting and valuation of multifamily/commercial real estate usinghistorical financial statements, pro formas and discounted cash flow analysis.
Conductvarious types of financial analysis including but not limited to: internal rateof return, present value, value-add, replacement cost, residual and rent rollanalysis.
Requestand upload updated financial reports for listed properties.
Trackhistorical Income and Expense data for multifamily properties.
Analyzeperformance trends of properties.
Updateand review multifamily development pipeline and sales for all major markets.
Performmarket research and writing of market demographic, economic conditions and areaoverviews for investment offerings.
Coordinatewith the Marketing team in the preparation of marketing proposals andpresentations.
Createoffering memorandums and marketing materials for multifamily properties.
Mappingof market surveys, condo conversions, new sales, new developments, etc.
Assistbrokers and clients with due diligence reviews for properties under contract.
Providesupport to the brokers and perform other tasks/ad hoc analyses as needed.
Skills, Education, and Experience:
Bachelor'sdegree in Accounting, Finance, or related field or equivalent experiencerequired. Commercial real estate experience preferred.
Minimumof two years financial analysis/market research experience.
Advancedknowledge of Microsoft Excel, Word and PowerPoint. Modeling skills a plus.
Experienceusing graphic design programs such as In Design a plus.
Excellentoral and written communication skills.
Attentionto detail and ability to work on multiple projects simultaneously in afast-paced environment.
Working Conditions: Normal working conditions with the absence of disagreeableelements
Note: The statements herein are intended to describe the general natureand level of work being performed by employees, and are not to be construed asan exhaustive list of responsibilities, duties, and skills required ofpersonnel so classified.
Newmark Knight Frank is an EqualOpportunity/Affirmative Action employer. All qualified applicants willreceive consideration for employment without regard to race, color, religion,sex including sexual orientation and gender identity, national origin,disability, protected Veteran Status, or any other characteristic protected byapplicable federal, state, or local law.
About The Company
We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions.
The Retirement Office administers pension benefits and retirement savings plans. Public Employees Health Program (PEHP), a division of Utah Retirement Systems, is a nonprofit trust with the vital job of providing health benefits to Utah's public employees and their families. We serve only the public sector — the State of Utah, its counties, cities, school districts, and other public agencies.
URS Investments Department
The Investments Team is responsible for implementing the investment program of the URS Defined Benefit plan. The Investments Team manages investments internally and partners with external investment firms to manage a globally diversified portfolio.
The teams' efforts have a strong emphasis on Absolute Return, Real Assets, and Private Equity investments. Defined Benefit assets are approximately $32 billion. The team aslo supports the $5 billion Defined Contribution program.
What we are looking for
The URS Investments Team is seeking an Investment Analyst.
The successful candidate will possess a high degree of intellectual curiosity, a passion for quantitative and qualitative analysis, and a strong interest in investment strategy, manager, and fund selection.
Collaborates with the Investment Team in the ongoing monitoring, evaluation, and selection of external investment managers. May perform similar functions related to joint venture or direct investments.
Provides research, analysis, and recommendations to Senior Investment Professionals on risk, performance, and portfolio fit. Gathers data for Risk Management Systems. Provides support for decisions regarding asset allocation, board communication, and reporting.
ESSENTIAL DUTIES & RESPONSIBILITIES
Responsible for conducting research and due diligence on investment managers. Evaluates, monitors, and makes recommendations in the context of market conditions, performance of peers, and appropriate benchmarks. May perform similar functions related to joint venture or direct investments.Responsible for assisting Senior Investment Analysts and other Investment Professionals.Prepares investment recommendations based on strategic and tactical asset allocation decisions.Corresponds frequently with investment managers, external service providers, and industry experts to formulate market opinions, identify investment opportunities, and gauge investment trends.Contributes to ongoing process improvement for investment decisions, analyst workflow, strategy modeling, etc.Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals.Promotes internal cooperation among the Investment Team and with external service providers.Promotes organizational efficiency through high professional standards.Maintains strict confidentiality and adheres to URS Ethics and Compliance policies.Other related duties as required.Required Experience
Education and Experience
Bachelor's Degree and a minimum of one (1) year directly related professional experience; or an equivalent combination of education and experience. Applicable education includes investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. An understanding of financial theory and statistical measures is required.
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) or other related designations is preferred.
Investment research experience in an institutional investment setting (pension fund management, endowment, asset management, etc.) is preferred.
Prior experience conducting manager research and due diligence is preferred.
Experience with Access, Visual Basic and SQL is preferred.
MBA or related master's degree is preferred.
Knowledge, Skills, and Abilities
Requires working knowledge of the purposes, principles and theory of institutional portfolio management and statistical analysis; business, monetary, and economic trends and practices; security analysis and financial forecasting; computer operations and technical software applications.
Must distill analysis into original reports and recommendations; must display excellent written and oral communication skills; ability to follow written and verbal instructions; establish and maintain effective working relationships with colleagues and external investment professionals; must be able to work effectively in both team-based and independent contexts; must be able to work effectively in a deadline-oriented environment.
Requires strong knowledge of personal computer operations and various program applications including Outlook, Excel, Word, and PowerPoint.
Must have the ability to:
Work effectively in a deadline-oriented environment.
Follow written and verbal instructions.
Perform within deadlines.
Work well in a team environment as well as independently.
Multi-task by handling a variety of duties in a timely and efficient manner.
Follow through with assignments.
Deal effectively with stress caused by workload and time deadlines.
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse.
Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions.
Position requires occasional travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid driver's license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).
Do you have an analytical background with a passion for investing and Portfolio Management? Do you enjoy Working with Sales and Client Teams? As part of the Investment Services Support team, your input and analysis may help millions of 401k participants retire and live well in their retirement.
The Expertise We're Looking For
Minimum 2 years investment industry experience or equivalent.
Series 7, and 63 (or must obtain within 90 days of hire)
Bachelor's Degree Required
Progress towards MBA or CFA preferred
The Purpose of Your Role
The investment analyst is critical to ensuring that all of the investment needs of Fidelity's Corporate and Tax Exempt Sales Organizations are met. This role encompasses responsibility for providing investment analysis to the prospect-facing team of account executives, investment consultants and the outside consultant community. Intimate knowledge and objective analysis of both Fidelity and non-Fidelity products and industry trends is essential. Analysis could include investment information, fund mappings, 401(k) plan design commentary, and competitive mutual fund analysis for ultimate use by the plan sponsor and 3rd party consultant.
The Skills You Bring
You have proven time management skills
Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.
You have outstanding communication skills both oral and written, especially in a group settings
You have strong organization skills and an ability to juggle multiple projects simultaneously
You thrive in a work environment that is deadline driven
You are able to work well independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team
You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business.
The Value You Deliver
Responsible for all investment related information for all Request for Proposals (RFPs), and Presentations, including strict adherence to the integrity of the investment data and information thereby protecting the organization's reputation.
Crafting investment materials (Investment Proposals, fund comparisons, plan redesign, custom responses to RFP investment and fee related questions) to assist the plan sponsor and 3rd party consultant decision making process Investment Proposals.
Attending internal and external quarterly Portfolio Manager Meetings and internal product and service updates (e.g. advice & guidance products)
Continuing education to ensure knowledge of internal and state/federal regulatory compliance standards. his would also include any/all CE requirements required for the appropriate designations and NASD licenses
How Your Work Impacts the Organization
Investment Services (IS) Support is responsible for all investment related information for all WI Request for Proposals (RFPs), and Client Investment Presentations, etc.). The Investment Analyst crafts investment materials to assist the plan sponsor and 3rd party consultant decision making process. Work product includes – Investment Proposals, fund comparisons, plan redesign ideas etc, In addition, custom investment and fee related content is often required.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
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