Investment Analyst

Austin, TX 78730

Employment Type: Direct Hire Job Function: Accounting/Finance Job ID:: 134637

Job Description


 

Financial services company that specializes in creating investment solutions for retirement plans is seeking an Investment Analyst. They will be responsible for conducting investment manager due diligence, generating proposal reports, and maintaining and improving proprietary statistical models. This is an onsite position.

 

Responsibilities
  • Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
  • Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
  • Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
  • Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
  • Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
  • Maintain and improve proprietary statistical models used for investment analysis and decision-making.
  • Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
  • Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

 

Qualifications
  • Bachelor’s degree in economics, finance, accounting, or computer science.
  • 0-3 years of experience in financial services, preferably with exposure to retirement plans.
  • CFA Level I candidate at minimum.
  • Series 66 or 65 FINRA License.
  • Excellent communication skills, with the ability to effectively engage with external partners.
  • Internal motivation and a proactive approach to problem-solving.
  • Mastery of Microsoft Office applications.

Meet The Recruiter

Maggie Dunn
Direct-Hire Recruiting Manager

Burnett Specialists is consistently ranked as the number one recruiting firm in Austin by the Austin Business Journal year after year!

I've helped thousands of talented candidates with experience ranging from entry-level to c-level over the course of my professional recruiting career.  My mission is to establish long-lasting relationships between newly hired employees and their employers by matching exciting job opportunities with the right candidates!

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