Investment Analyst

CFA Institute; Wilmington (DE); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading investment management firm seeks a candidate for a remote-first role in their Investments department. The position involves analyzing investments, conducting market research, and supporting portfolio management decisions. Ideal candidates will have a strong background in finance, project management skills, and a commitment to the CFA program.

Qualifications

• Three years of experience in institutional portfolio management or consulting.
• Completion of Level 1 CFA program required.

Responsibilities

• Monitor and analyze investments at portfolio and manager levels.
• Conduct market research for asset allocation decisions.
• Prepare and review board materials.

Skills

Project Management

Business Writing

Quantitative Skills

Critical Thinking

Attention to Detail

Collaboration

Education

Bachelor’s Degree

MBA

Tools

Microsoft Excel

Python

Job description

JOB SUMMARY

Contributes to the strategic and tactical investment management decisions of the Investments department. Supports the Manager – Alternative Investments by providing input into decision making regarding current and new portfolio investments. Responsible for participating in fundamental analysis of the macroeconomic environment and portfolio, including individual investment managers and alternative investments.

DUTIES & RESPONSIBILITIES (* = ESSENTIAL FUNCTIONS)

1. *Assist in monitoring and analyzing current and prospective investments at both a portfolio level and manager level, including factor and characteristics analysis, meetings/calls with external investment managers, risk analysis, and performance attribution, for both traditional and alternative investments.

2. *Conduct market and macroeconomic research to contribute to asset allocation and portfolio construction decisions.

3. *Prepare and review NEIL, NEIL Overseas, and Cedar Hamilton Board and Committee materials as assigned.

4. *Contribute to monitoring of IPS and manager guideline compliance and other key controls as identified in NEIL’s Practices & Procedures.

5. Work with consultants, vendors, and internal staff on performance reporting, special research projects, and other department needs, as assigned.

6. Provide operational support, such as cash flow management, budget preparation and analysis, policy and procedures review, invoice review, and audit support as assigned.

7. Recommend actions for improving efficiency and effectiveness of Investments processes.

8. Other duties as assigned to foster an efficient flow of business.

All duties to be conducted in accordance with NEIL's Core Values.

Position is remote-first with some in-office requirements. Candidates within commuting distance strongly preferred.

Job Knowledge

Working knowledge of Microsoft Office suite (especially Excel)

Knowledge of marketable and non-marketable investments permitted under NEIL’s Investment Guidelines and Objectives, including fixed income, equities, private assets, real assets, hedge funds, and derivatives (futures, index options)

Knowledge of portfolio risk considerations, including, but not limited to, duration, credit risk, equity risk, currency, volatility, and illiquidity

Competencies/Abilities

Strong project management skills

Strong business writing skills

Intermediate to Advanced quantitative skills, including algebra and statistics

Ability to analyze data and develop related insights through critical thinking

Strong attention to detail

Self-starter who can work in a fast-paced environment

Ability to organize one’s work and prioritize effectively

Intellectual curiosity

Ability to work and collaborate effectively in small team environment while working remotely, including verbal and written communication skills

Educational Requirements and Experience

Bachelor’s Degree required. MBA or other relevant graduate degrees preferred

Three years of experience working in an institutional portfolio management environment, high-net-worth RIA, family office, or institutional consulting required

Completion of Level 1 Chartered Financial Analyst (CFA) program required with expectation to progress toward CFA Charter completion.

Knowledge of Python or database management preferred

Physical Requirements

Ability to sit/stand for extensive periods of time

Ability to use the telephone requiring auditory and verbal senses

Ability to use the computer for extensive lengths of time requiring finger dexterity and visual acuity

Ability to travel independently by train, plane, or car, occasionally on short notice