Entry-Level Investment Analyst - Research & Portfolio Analysis

Trivergent Trust Company; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm located in Orlando, Florida, is seeking an entry-level Investment Analyst. The role involves generating performance analysis, conducting investment research, and preparing due diligence reports. Candidates should have a bachelor's degree in finance or a related field, strong analytical and quantitative skills, and proficiency in Microsoft Excel. Competitive compensation is offered based on experience.

Qualifications

• Bachelor’s degree in a relevant field such as finance, accounting, or economics.
• 2+ years of experience in investments or relevant technical background.
• General knowledge of economic principles and financial markets.

Responsibilities

• Generate performance analysis for investment management team.
• Conduct investment research on separate account managers and mutual funds.
• Prepare due diligence reports for internal review.
• Support investment management tasks and client presentations.
• Assist with operational and compliance areas.

Skills

Analytical skills

Quantitative skills

Critical thinking

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree in finance, accounting, analytics, economics, statistics, or general business administration

Tools

Investment-related software (Morningstar, eVestment, Bloomberg)

Job description

A financial services firm located in Orlando, Florida, is seeking an entry-level Investment Analyst. The role involves generating performance analysis, conducting investment research, and preparing due diligence reports. Candidates should have a bachelor's degree in finance or a related field, strong analytical and quantitative skills, and proficiency in Microsoft Excel. Competitive compensation is offered based on experience.