Investment Analyst
Plante Moran
full-time
Posted on:
Location Type: Hybrid
Location: Southfield • Missouri • United States
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Salary
💰 $73,000 - $97,000 per year
Job Level
About the role
- Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
- Collaborating with other team members to provide sound investment solutions for clients.
- Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
- Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities.
- Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
- Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.
Requirements
- Bachelor’s degree in finance, economics, or related field required
- 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
- Progress toward, or intent to pursue, the CFA designation
- Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
- Passion for learning and deep interest in the capital markets, economy, and investing
- Proficiency in Microsoft Office applications, including Excel
- Experience with Morningstar and/or Bloomberg is a plus
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Flexible Time Off
- 401(k) plan
- Pension plan
- Discretionary bonus plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment due diligencefinancial planninginvestment consultingportfolio analysisstatistical analysiseconomic analysiscapital market analysisreport preparationproblem-solvingdata interpretation
Soft Skills
detail-orientedanalytical skillscommunication skillsleadershipcollaborationpresentation skillspassion for learninginterest in capital marketsverbal communicationwritten communication
Certifications
CFA designation