Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
General Function:
This individual will support a large IT Services team in the creation, assembly and analysis of data in order to create business information. Specifically, this person will be charged with identifying trends and patterns in a variety of data sources. Further, this person will need to be able to communicate findings through verbal, written and graphic media (e.g. Word, PowerPoint, and Excel).
Further, this person will be responsible for completing certain recurring processes and procedures in support of the operational needs of the organization (recurring reports, approvals, meeting planning)
Essential Duties & Responsibilities:
The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this position.
Job Type: Full-time
Pay: $42,640.00 per year
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Ability to Relocate:
Work Location: In person
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