Senior Investment Analyst - Hybrid, Multi-Asset Diligence
Obsidian CIO
14 days+
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Benefits offered by this job
Job summary
A financial services firm in New York seeks a Senior Investment Analyst. The role involves conducting due diligence on mutual funds and alternative strategies, building financial models, and evaluating portfolio performance. Candidates should have at least 3 years of experience in investment analysis, strong analytical skills, and a bachelor's degree in a related field. The position offers flexibility for remote work and includes an annual performance bonus alongside comprehensive benefits.
Qualifications
- Minimum 3 years of prior experience in investment analysis or portfolio management required.
- Strong proficiency in investments and portfolio management.
- Ability to evaluate market data and identify investment opportunities.
Responsibilities
- Conduct rigorous due diligence across various investment strategies.
- Build and maintain financial models and evaluate portfolio performance.
- Monitor market trends and generate investment recommendations.
Skills
Investments and portfolio management
Analytical skills
Understanding macroeconomic trends
Communication skills
Excel proficiency
Team collaboration
Education
Bachelor's degree in Finance, Economics, or related field
CFA designation or progress toward it
Tools
Financial analysis tools
Portfolio analytics platforms
Job description
A financial services firm in New York seeks a Senior Investment Analyst. The role involves conducting due diligence on mutual funds and alternative strategies, building financial models, and evaluating portfolio performance. Candidates should have at least 3 years of experience in investment analysis, strong analytical skills, and a bachelor's degree in a related field. The position offers flexibility for remote work and includes an annual performance bonus alongside comprehensive benefits.
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