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Job summary
A leading financial services firm in New York is seeking an Institutional Investor Analyst to analyze investor behavior and support fundraising efforts. The role requires a Bachelor's degree in Finance or a related field and strong analytical skills. This position will involve conducting research on institutional investors and preparing materials for outreach. Applicants should have proficiency in Excel and be able to manage multiple priorities in a fast-paced environment. The estimated annual compensation is between $140,000 and $185,000.
Qualifications
Bachelor's degree in a related field is required.
Understanding of institutional investor types and investment strategies.
Strong analytical and quantitative skills are necessary.
Responsibilities
Conduct research on institutional investor trends.
Support outreach to institutional investors and prepare materials.
Monitor fund performance and analyze engagement metrics.
Skills
Strong analytical skills
Proficiency in Excel
Excellent communication skills
Understanding of capital markets
Education
Bachelor’s degree in Finance, Economics, or Business
Tools
CRM systems
PowerPoint
Job description
A leading financial services firm in New York is seeking an Institutional Investor Analyst to analyze investor behavior and support fundraising efforts. The role requires a Bachelor's degree in Finance or a related field and strong analytical skills. This position will involve conducting research on institutional investors and preparing materials for outreach. Applicants should have proficiency in Excel and be able to manage multiple priorities in a fast-paced environment. The estimated annual compensation is between $140,000 and $185,000.