Investment Analyst

in Financial Services
  • New York, NY View on Map
  • Salary: $125,000.00 - $165,000.00
Permanent

Job Detail

  • Experience Level Mid Level
  • Degree Type Bachelor of Science (BS)
  • Employment Full Time
  • Working Type Hybrid
  • Job Reference 0000007641
  • Salary Type Annually
  • Industry Asset Management
  • Selling Points

    Need fundamental credit analysis and financial modeling supporting corporate bonds for the portfolio.

Job Description

Responsibilities/Job Duties: 

  • Perform independent investment research on assigned areas 
  • Examine and assess economic and market trends and investment portfolios 
  • Calculate risks and opportunities for potential and current clients 
  • Review previous investment decisions and evaluate the outcomes 
  • Conduct financial models for decision-making processes 
  • Compile data into reports and suggest improvements on new investment opportunities  
  • Analyze relevant legal documents when necessary 
  • Liaise with fund managers and other industry professionals 
  • Schedule and conduct meetings with clients and management 
  • Report discrepancies to team leaders when necessary 
  • Maintain up-to-date documentation of all investment relationships 

Qualifications: 

  • Bachelor’s Degree in Finance, Investment Banking, or Accounting 
  • At least two years of experience in a similar role 
  • In-depth knowledge of financial procedures and statistics 
  • Excellent quantitative and qualitative analytical skills 
  • Proficiency in data collection and analysis 
  • Strong research and writing abilities 
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