Junior Investment Analyst

Kovitz; Pittsburgh (Allegheny County); On-site; USD 60,000 - 65,000; Full time

Job summary

Kovitz is seeking a Junior Investment Analyst in Pittsburgh, PA to support Portfolio Managers and Investment Services. The role involves implementing investment strategies, maintaining client accounts, and requires analytical skills and a bachelor's degree in finance or a related field.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Student loan assistance

Disability insurance

Qualifications

• 2+ years of relevant work experience.
• Notable attention to detail and strong organizational skills.
• Dedicated to working in a team environment.

Responsibilities

• Implement investment strategies as directed by Portfolio Managers.
• Maintain client accounts using Redblack Trading.
• Prepare trade orders according to portfolio guidelines.

Skills

Analytical skills

Attention to detail

Time management

Education

Bachelor's Degree in business, finance or related field

Tools

Microsoft Office

Redblack Trading

Bloomberg

Morningstar Direct

Job description

This range is provided by Kovitz. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $65,000.00/yr

POSITION OVERVIEW

At Kovitz in our Pittsburgh, PA office we are seeking a Junior Investment Analyst to provide operational support to the company’s Portfolio Managers, Wealth Advisors, and Investment Services group. The primary responsibility of the position will be the implementation of investment strategies, as directed by the Portfolio Managers, utilizing the firm’s portfolio management system, as well as other tasks performed in support of the firm’s portfolio managers and investment services function.

JOB RESPONSIBILITIES:

• 2 - 4 years of experience in a financial services operationally focused role
• Maintaining client accounts within Redblack Trading too, including model assignments, restrictions, cash reserves, etc.
• Preparing and inputting trade orders according to portfolio guidelines.
• Investing and raising excess cash as required by financial counselors or clients.
• Placing and managing trades with brokers and custodians.
• Settling and reconciling equity, mutual fund, and fixed-income trades.
• Assisting and supporting Investment Management group as needed.

SKILLS & EXPERIENCE:

• Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience.
• 2+ years of relevant work experience.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
• Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios.
• Dedication to working in a team-based environment.
• Computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology.

PREFERRED SKILLS & EXPERIENCE:

• Advanced Proficiency in Excel
• Intermediate Proficiency in Bloomberg
• Basic Proficiency with Morningstar Direct
• Prior experience with Redblack Trading and Orion Reporting.

ADDITIONAL ROLE INFORMATION

• Job Type: Full-Time
• Compensation Structure: Base Salary + Bonus
• Number of Direct Reports: n/a
• Location: Pittsburgh, PA

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Investment Management

Referrals increase your chances of interviewing at Kovitz by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Student loan assistance

Disability insurance

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