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Investment Analyst – Enterprise Investments
F&GInvestment Analyst supporting Enterprise Investments vertical managing critical front-office functions. Providing operational and analytical support for asset allocation projects and investment reporting.
About the role
Key responsibilities & impact- Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation
- Coordinate preparation of investment reports and deliverables for senior leadership and other stakeholders
- Assist with portfolio monitoring activities, including tracking asset repositions and trade activity
- Support process improvement initiatives to enhance operational efficiency and team effectiveness
Requirements
What you’ll need- Bachelor’s degree in finance, investments, economics, mathematics or related field.
- 1-3 years of investment-related experience (internships and relevant coursework considered)
- Strong interest in institutional investments, asset management, and financial markets
- Strong capabilities required in MS Excel and PowerPoint
- CFA Level I candidate or progress toward CFA designation preferred
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment evaluationdue diligenceportfolio monitoringasset repositioningtrade activity trackingprocess improvementoperational efficiency
Soft Skills
coordinationdocumentationcommunicationteam effectiveness
Certifications
CFA Level I