Investment Advisor jobs in the United States

General Description: 

The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.

Responsibilities:

·        Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.

·        Look back at previous investment decisions and the thought process of making the investment decision. Maintain database to track most often used mutual funds.

·        Liaise with fund managers and network with industry professionals.

·        Monitor financial press and keep a track of market trends, opportunities, risks and new investment products

·        Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios for Investment Review Reports.

·        Maintain consumer price index graph.

·        Maintain data for fund background information, sector weightings, equity style of mutual funds, risk and return categories, rates of return for year-to-date, 1 year, 3 year, and 5 years.

·        Monitor investment performance, risk levels, and investment objective changes.

·        Set-up and maintain filing system for Direct Solutions’ mutual fund families :

o   dollar amount of assets under management

o   description of fund families strengths and weaknesses

o   dollar amount of assets sold by USI Consulting

o   contact personnel for various data needs and corporate location

·        Prepare reports for client meetings.

·        Maintain and Update Power Point Presentations.

·        Generate Morningstar Reports.

·        Maintain data base for money market and stable value rates of return.

·        Assist with development of templates for investment letters for sales staff.

Knowledge, Skills and Abilities:

·        3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.

·        Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting.

·        Strong computer skills. Especially proficient with Excel, Morningstar, and database management.

·        Familiar with other industry software programs for monitoring funds.

·        Good knowledge of retirement and pension programs and their funding.

·        Financial expertise and business sense from both USI’s and client’s perspective.

• Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
• Ability to stay organized and focused in a busy environment.
• Effective communication skills with clients and co-workers, both verbal and written.
• Personable and credible.

·        Demonstrates cooperation and collaboration in a team setting