Investment Analyst – Enterprise Investments

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the evaluation and selection process for investment opportunities and managers, which includes coordinating due diligence workflows and managing documentation.

• Oversee the preparation of investment reports and deliverables for senior leadership and other relevant stakeholders.

• Support portfolio monitoring tasks, such as tracking asset repositioning and trading activities.

• Contribute to process improvement initiatives aimed at enhancing operational efficiency and team productivity.

⛳️ Requirements

• A bachelor's degree in finance, investments, economics, mathematics, or a related discipline.

• 1-3 years of experience related to investments (including internships and pertinent coursework).

• A strong passion for institutional investments, asset management, and financial markets.

• Proficiency in MS Excel and PowerPoint is essential.

• CFA Level I candidate or progress towards obtaining a CFA designation is preferred.

🏝️ Benefits

• Flexible work arrangements.

• Employee-centric environment.

• Reasonable accommodations for applicants and candidates with disabilities.