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Senior Investment Analyst (Remote)
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Job Description
- Req#: 20054
Employer Industry: Investment Management
Why consider this job opportunity:
- Salary up to $157,872
- Comprehensive benefits package including various incentive programs and 401k contributions
- Opportunity for career advancement and growth within the organization
- Supportive and collaborative work environment
- Chance to make a significant impact on investment strategies and corporate financial health
What to Expect (Job Responsibilities):
- Support the oversight of the entire Investment Portfolio, including asset allocation and compliance
- Maintain accurate investment reporting and support forecasting of investment income and capital gains
- Assist in treasury management functions, including banking and cash applications
- Create Board/Committee packages and support reporting for senior management and regulators
- Conduct credit research and maintain relevant financial documentation
What is Required (Qualifications):
- Bachelor's Degree in Finance, Accounting, Business, or related field, or an additional 4 years of relevant work experience in lieu of a degree
- Minimum of 5 years of related experience with a solid understanding of investment management
- Knowledge of financial reporting under GAAP
- Strong analytical skills and proficiency with systems and financial modeling
- Ability to collect and analyze complex data
How to Stand Out (Preferred Qualifications):
- Chartered Financial Analyst (CFA) certification preferred
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