Investment Analyst

in Accounting + Finance
  • Atlanta, GA View on Map
  • Salary: $100,000.00 - $120,000.00
Permanent

Job Detail

  • Experience Level Mid Level
  • Degree Type Bachelor of Science (BS)
  • Employment Full Time
  • Working Type On Site
  • Job Reference 0000009473
  • Salary Type Annually
  • Industry Wealth Management
  • Selling Points

    There is a path to promotion for all candidates internally once a CFP is obtained.

Job Description

Responsibilities/Job Duties: 

  • Preparing documents including bank applications to present to potential and current investors  
  • Participating in financial briefing provided by the investment managers and analysts internally and externally 
  • Reviewing investment opportunities, legal information, and financial data to make recommendations 
  • Collaborating with corporate partners to discuss important trends in the industry and determine how to increase revenue 
  • Writing research reports for fund manager or client use 
  • Staying abreast of economic implications and determining how these factors might affect the performance of companies and funds 

 

Qualifications: 

  • Bachelor's Degree in business or commerce 
  • Minimum 3 years experience in the field of finance and Management. 
  • Proficient planning skills such as financial modeling and budgeting 
  • MBA or CFA candidates preferred 
  • Experience with common industry databases 

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