Multi-Asset Investment Analyst — AI-Driven Reporting

InforCapital, partnership; Holland (MI); Vor Ort; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

InforCapital, partnership, is seeking an Investment Analyst in Holland, United States to be the analytical partner to the Director of Investments. This role supports the investment lifecycle across a multi-asset portfolio, focusing on reporting and fund administration.

The ideal candidate will have 3-7 years of experience in institutional investing, a strong analytical background, and proficiency in AI tools. A Bachelor's degree in Finance, Economics, or Accounting is required, with CFA or CAIA preferred.

Qualifikationen

• 3-7 years of experience in institutional investing, wealth management, or family office.
• Hands-on private fund operations experience.

Aufgaben

• Build and maintain institutional-grade performance reporting.
• Conduct independent due diligence on investment managers.
• Prepare materials for Investment Committee meetings.

Kenntnisse

Analytical skills

Multi-asset investment knowledge

Advanced Excel

AI tools proficiency

Communication skills

Ausbildung

Bachelor's degree in Finance, Economics, Accounting, or related field

CFA or CAIA designation preferred

Tools

Portfolio analytics platforms (e.g., Addepar)

Jobbeschreibung

InforCapital, partnership, is seeking an Investment Analyst in Holland, United States to be the analytical partner to the Director of Investments. This role supports the investment lifecycle across a multi-asset portfolio, focusing on reporting and fund administration.

The ideal candidate will have 3-7 years of experience in institutional investing, a strong analytical background, and proficiency in AI tools. A Bachelor's degree in Finance, Economics, or Accounting is required, with CFA or CAIA preferred.