Job Description - Senior Financial Analyst (Posting# 1)
As a Senior Financial Analyst, you will be part of a dynamic investment team who is passionate about the continued success of the Firm. You will work closely with the firm’s chief investment officer (“CIO”) to oversee the clients’ investment portfolios. Our company oversees a diverse range of public and private investments, including listed equities, private equity/credit and real estate.
Are you the one?
We are looking for a highly motivated and collaborative team player to work directly with CIO and Management Team to support the clients’ investments.
If you like technology, investment analysis and research and are enthusiastic, analytical, inquisitive and a good problem solver…you are the one!
What will you do? Role highlights
What’s in it for you?
Required Skills and Knowledge
As an Administrative Support Specialist, you will be part of a dynamic team who is passionate about the continued success of the Company. You will provide office support with emphasis on information/records administration, office support tasks and management of delegated projects as required by the investment, real estate and finance teams.
If you like technology, collaboration, take ownership, are a good problem solver and act with a sense of urgency and commitment to resolve issues…you are the one!
Role highlights
What’s in it for you?
Required Skills and Knowledge
As a Senior Financial Analyst, you will be part of a dynamic investment team who is passionate about the continued success of the Firm. You will work closely with the firm’s chief investment officer (“CIO”) to oversee the clients’ investment portfolios. Our company oversees a diverse range of public and private investments, including listed equities, private equity/credit and real estate.
Are you the one?
We are looking for a highly motivated and collaborative team player to work directly with CIO and Management Team to support the clients’ investments.
If you like technology, investment analysis and research and are enthusiastic, analytical, inquisitive and a good problem solver…you are the one!
What will you do? Role highlights
- Work with the wealth management platform specializing in data aggregation, analytics and reporting. Examine and interpret data from various sources and resolve investment data discrepancies.
- Review client investment performance for accuracy, completeness and timeliness.
- Responsible for preparation of reports comprising of Performance Analysis, Contribution and Attribution analysis, Custom client reporting with the ability to analyze and interpret large amounts of data.
- Work closely with the CIO to assist in preparing and executing various analyses of the portfolios and industry trends that directly translate to the due diligence of portfolios and associated strategies.
- Conduct portfolio analysis and evaluation, as well as contribute to the due diligence of investment activities for the firm.
- Works with CIO and Portfolio Managers to oversee the execution of programs designed to achieve investment objectives.
- Assist in the monitoring of current advisors, investment plans, portfolios and recommendations.
- Conduct broad industry and thematic research to help develop and understanding of relevant trends and risks.
- Build financial models across existing and prospective investments.
- Assist in the development of portfolio cashflow and performance projections.
What’s in it for you?
- Great culture and working atmosphere
- An opportunity to grow professionally
- Competitive compensation package (dependent on level of experience)
- Comprehensive benefit package (paid time off, health and dental insurance)
- Work in an environment that fosters inclusion, trust, and integrity
- In some cases, we also offer sign-on incentives
Required Skills and Knowledge
- Bachelor’s degree in Finance or Economics with a minimum of 3 to 5 years of experience working within a finance or investment environment.
- Good Knowledge of Investments, Financial Markets and Asset Management business with a good understanding of various Asset classes and Investment styles – Equity, Fixed income, Alternatives, Multi Assets, Active and Passive Investments, Liability Driven Investments.
- Knowledge of FactSet, Addepar Wealth Management Platform, Addepar Navigator or other industry tools would be an added advantage.
- Progress towards CFA or CFP strongly preferred.
- Computer literacy and aptitude to learn new processes and tools.
- Detail oriented with a high degree of accuracy
- Ability to analyze and interpret complex financial data
- Proficiency in MS Office and competency in computer software
- Creative, driven, able to think outside the box
- Ability to work in a team
As an Administrative Support Specialist, you will be part of a dynamic team who is passionate about the continued success of the Company. You will provide office support with emphasis on information/records administration, office support tasks and management of delegated projects as required by the investment, real estate and finance teams.
If you like technology, collaboration, take ownership, are a good problem solver and act with a sense of urgency and commitment to resolve issues…you are the one!
Role highlights
- Support senior team in maintaining the financial, real estate and investment records of various legal entities.
- Support senior team in the accomplishment of various assigned projects.
- Provide administrative support to ensure the efficient operation of office and expediting work results.
- Creation and maintenance of a filing system (electronic) for the firm including scanning.
- Arranging meetings, scheduling appointments, scheduling service calls, keeping the office calendar, answering telephones and processing correspondence.
- Maintain office supplies inventory.
- Contribute to team effort by accomplishing projects as needed.
What’s in it for you?
- Great culture and working atmosphere
- Competitive compensation package and
- Comprehensive benefit package
- Work in an environment that fosters inclusion, trust, and integrity
Required Skills and Knowledge
- Minimum of 5+ years experience in office support and managing projects.
- Proficiency in MS Office and competency in computer software and technology.
- Strong time management skills with the ability to multitask, meet deadlines and adapt to changing and evolving work environment and priorities.
- Ability to work effectively independently and as part of a team.
- Creative, driven, able to think outside the box.
- Expertise in managing processes, organization and analyzing information with attention-to-detail.
- Bachelor’s or Associate’s degree.