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)
Are you looking for a new opportunity? We are seeking a part-time motivated and skilled First Impression Associate. Investment Center has been delivering quality financial solutions to individuals and families in Northeast Iowa for over 30 years. We specialize in both investments and insurance.
JOB DUTIES
- Serve as the first point of contact for all callers, providing a warm and professional welcome
- Answer and direct incoming phone calls, taking messages as necessary
- Manage the office calendar, schedue appointments and meetings
- Perform general administrative tasks such as filing, data entry, and document preparation
- Handle incoming and outgoing mail and packages
- Provide administrative support to the team as needed
SKILLS/QUALIFICATIONS:
- Proficient in using phone systems and handling multiple phone lines
- Strong organizational skills with attention to detail
- Excellent verbal and written communication skills
- Proficient in computerized systems including Microsoft Office (Word, Excel, Outlook)
- Previous experience in an administrative or office management role (preferred)
- Ability to multitask and prioritize tasks effectively
This position offers competitive compensation and offers flexible hours (no weekends or holidays). If you are a highly organized individual with excellent communication skills, we would love to hear from you. Please apply with your resume and a cover letter detailing your relevant experience.
Job Types: Part-time, Temporary
Expected hours: 15 – 25 per week
Benefits:
Schedule:
Work Location: In person
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0 Investment Analyst jobs found in Waterloo, IA area