Investment Analyst - Jr

Investment Analyst (1-3 Years of Experience)

Our Investment Analyst will support the day-to-day management of Carriage Services preneed funeral and cemetery trust funds and investment portfolio. The primarily goal is to assist managing roughly $280 million of assets for the long-term benefit of Carriage Services and its stakeholders. The analyst should have knowledge of financial analysis, proficiency in Microsoft Excel and demonstrate problem solving skills and creative thinking.

Primary Responsibilities:

· Be a key member of the investments team, participating in all aspects of the investment process (research and operations) including equity/bond market research and analysis as well as maintaining and analyzing performance data and portfolio characteristics.

· Generate and distribute the Daily Investment Portfolio to company executives

· Confirm trades and work with traders and counterparties to resolve discrepancies

· Manage post-trade processes and exceptions to ensure timely and accurate settlement

· Investigate and validate inaccuracies or anomalies identified through data mining and reconciliations

· Assist in generating and distributing periodic trust fund reporting

· Organize and map data from single or multiple systems

· Monitor data feeds and system interfaces for errors and work with senior members of the team to research and initiate resolution

· Provide quality assurance of imported data

· Support portfolio management team by responding to requests for information and analysis

· Collect, track and analyze research across various asset classes (primarily stocks and high yield bonds)

· Prepare ad-hoc financial analysis and complete special projects upon request

Skills/Educational Requirements:

· Bachelor’s degree in Finance or Accounting with a strong academic track record required

· 1-3 years of experience in a corporate finance/accounting role or trust banking company preferred

· Proficiency in Microsoft Excel to include experience with building and improving financial models

· Excellent analytical skills required

· Strong verbal and written communication skills

· Strong Attention to detail

· Strong team orientation

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift

Work Location: One location