Investment Analyst, Equity

This is a fully remote position, open to applicants in District of Columbia.

📋 Description

• Deliver analytical, operational, and administrative assistance to Equity Fund Managers and leadership within the Investment Department.

• Gather portfolio, benchmark, performance, and market data for regular reviews and reporting.

• Maintain investment, manager, and market information for effective portfolio monitoring and reporting.

• Perform qualitative and quantitative analyses on equity funds, asset managers, and sub-advised portfolios.

• Aid in performance attribution, benchmarking, and risk analysis for both current and prospective investments.

• Observe financial markets, economic trends, and equity securities pertinent to portfolio holdings.

• Assist with due diligence for both current and potential investment managers and strategies.

• Organize information requests, review documentation, and prepare summary materials.

• Engage in meetings and calls with asset management firms, compiling notes and follow-up tasks.

• Monitor portfolio performance, cash flows, and adherence to investment guidelines.

• Support investment reporting, operational tasks, and process management activities.

• Prepare, validate, and distribute reports, data, presentations, RFPs, questionnaires, factsheets, and marketing materials related to investments.

• Assist Fund Managers with portfolio adjustments and rebalancing tasks.

• Collaborate with Finance, Legal, and Compliance on investment-related issues.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline.

• Zero to one year of experience in the investment industry; prior experience in investment data collection and analysis, presentation development, and investment communications is preferred.

• General understanding of statistics and investment data.

• Strong analytical and problem-solving capabilities.

• Proficiency in Microsoft Excel, PowerPoint, and spreadsheet analysis.

• Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct is preferred.

• Knowledge of the investment management and mutual fund sectors.

• Applied skills in investment and economic analysis.

• Excellent written and verbal communication abilities.

• High attention to detail and strong organizational skills.

• Familiarity with data management and reporting tools such as Python, Power BI, and SQL is preferred.

• Capability to work effectively in a team setting while managing multiple priorities.

• Progress toward obtaining the CFA designation is preferred.

🏝️ Benefits

• Competitive Total Rewards package, which includes base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.

• Flexible and hybrid work schedules designed to support work-life balance.

• Tuition reimbursement to assist with continued education.

• Opportunities for professional and career development, including courses and certifications.

• Comprehensive wellness programs that promote physical, mental, and emotional health.

• Initiatives encouraging volunteerism to foster community engagement.