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CG Investment Analyst

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General Description:  The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.

Responsibilities:

  • Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
  • Look back at previous investment decisions and the thought process of making the investment decision. Maintain database to track most often used mutual funds.
  • Liaise with fund managers and network with industry professionals.
  • Monitor financial press and keep a track of market trends, opportunities, risks and new investment products
  • Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios for Investment Review Reports.
  • Maintain consumer price index graph.
  • Maintain data for fund background information, sector weightings, equity style of mutual funds, risk and return categories, rates of return for year-to-date, 1 year, 3 year, and 5 years.
  • Monitor investment performance, risk levels, and investment objective changes.
  • Set-up and maintain filing system for Direct Solutions' mutual fund families :
    • dollar amount of assets under management
    • description of fund families strengths and weaknesses
    • dollar amount of assets sold by USI Consulting
    • contact personnel for various data needs and corporate location
  • Prepare reports for client meetings.
  • Maintain and Update Power Point Presentations.
  • Generate Morningstar Reports.
  • Maintain data base for money market and stable value rates of return.
  • Assist with development of templates for investment letters for sales staff.

Knowledge, Skills and Abilities:

  • 3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
  • Bachelor's or advanced degree in Mathematics, Business, Finance or Accounting.
  • Strong computer skills. Especially proficient with Excel, Zephyr, Morningstar and database management.
  • Familiar with other industry software programs for monitoring funds.
  • Good knowledge of retirement and pension programs and their funding.
  • Financial expertise and business sense from both USI's and client's perspective.
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
  • Ability to stay organized and focused in a busy environment.
  • Effective communication skills with clients and co-workers, both verbal and written.
  • Personable and credible.
  • Demonstrates cooperation and collaboration in a team setting.
Job ID: 2108
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