Investment Analyst
Location:
CT - Glastonbury
Apply nowGeneral Description:
The Investment Analyst is responsible for undertaking financial research and reporting 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, project work (as requested).
Responsibilities:
· Work with USI Advisor’s Director of Research to monitor investments across assigned asset classes and ensure processes are in line with best practices.
· Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
· Responsible for regular written assessment fund/market commentary for client / prospect use.
· Maintain and assess proprietary quantitative data for investment manager evaluation.
· Maintain and assess proprietary quantitative models.
· Monitor investment performance, risk levels, investment strategy and objective changes.
· Maintain and assess custom Morningstar Reports.
· Conduct due diligence on asset managers.
· Prepare reports for client and investment committee meetings.
· Collaborate with research/investment analysts on fund and market related analysis.
Knowledge, Skills, and Abilities:
· 3+ years of relevant working experience preferred.
· Bachelor’s Degree (Finance, Economics, or Business Administration) preferred.
· Series 65 or equivalent desirable or willing to obtain.
· CFA and/or MBA certification or working towards obtaining desirable
· Advanced Computer knowledge (e.g., Microsoft Excel, Word, and PowerPoint; Morningstar; and database management).
· Ability to solve creatively and proactively problem-solve, adhering to all regulatory requirements.
· Ability to stay organized and focused on 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.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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