Entry-Level Investment Analyst - Data-Driven Growth

Winthrop Capital Management; Indianapolis (IN); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Investment Analyst to join their team in Indianapolis. This entry-level position offers a unique opportunity to engage in meaningful work within the investment management sector. The ideal candidate will possess strong analytical and quantitative skills, with a keen eye for detail and a desire to learn and grow in a collaborative environment. You will assist in maintaining asset allocation models, analyzing portfolio performance, and providing support to portfolio managers. If you are passionate about finance and eager to contribute to a dynamic team, this role is perfect for you.

Qualifications

• 1-3 years of experience in the investment industry.
• Strong proficiency in Microsoft Excel and Word.

Responsibilities

• Assist in maintaining asset allocation models and portfolio structures.
• Analyze performance and risk attributes of portfolio total return.
• Reconcile performance numbers across 500 accounts monthly.

Skills

Investment Analysis

Mathematics

Quantitative Skills

Microsoft Excel

Microsoft Word

CFA Pursuit

Education

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Bachelor's Degree in Accounting

Bachelor's Degree in Business

Job description

An established industry player is seeking an Investment Analyst to join their team in Indianapolis. This entry-level position offers a unique opportunity to engage in meaningful work within the investment management sector. The ideal candidate will possess strong analytical and quantitative skills, with a keen eye for detail and a desire to learn and grow in a collaborative environment. You will assist in maintaining asset allocation models, analyzing portfolio performance, and providing support to portfolio managers. If you are passionate about finance and eager to contribute to a dynamic team, this role is perfect for you.