Financial Analyst | Institutional Retirement Plans

#LI-JSS #LI-Onsite

Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios.

Essential Functions and Primary Duties

• With training, the following responsibilities should be attainable within the first 6 -12 months:
• Timely and accurately complete monthly and quarterly client performance reports
• Assist with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation
• Coordinates portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed 
• Participate in on-going due diligence of investment managers, including database documentation
• Assist the consultant in all areas of client service and meeting preparation
• Additional responsibilities as assigned

                

Preferred Qualifications 

• Bachelor's degree required (Finance, Economics or Accounting is a plus)
• Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications is a plus
• Zero to two years of investment advisory, management, or related experience
• Possesses fundamental knowledge of investment/financial services industry
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint); prior experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance or Envestnet a plus 
• Experience performing work that requires initiative and leadership skills
• Ability to anticipate and elicit client needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary
• Detail oriented, highly organized and able to multi-task

Minimum Qualifications

• High School Diploma or GED required
• Zero to two years of professional, DB investment management experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary