Investment Analyst

  • location: San Antonio, TX
  • type: Temporary
  • salary: $32.63 per hour
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job description

Investment Analyst

Pay Rate:  $32.63 per hour. Full time, on-site, W-2 position.  

Duration: Two year assignment

 

What you’ll be doing:

In this role you will be providing analytics for Equity and Strategy Fund investments. You will be analyzing Mutual Fund performance related to peer group and benchmark indexes. You may also be providing technical support for performance related issues (e.g., total return, yields, etc.).  

Responsibilities:

  • Operational work which includes scanning documents, money movement, security movement, outgoing and incoming transfers, closing accounts, tax work, reporting, and ad hoc projects.
Requirements:

  • Bachelor’s degree or equivalent work experience; 3-5 years financial services experience
  • Experience in and in-depth knowledge of investment markets
  • Advanced Excel, Factset, Bloomberg, Lipper Analytics, and comparable software skills.
Skills (2+ years of each):

  • Investment experience
  • Analytical skills
  • Operations work experience
Technology Tools:

  • Microsoft Office; Excel proficiency
  • MS Outlook
  • Trust Accounting System (Trust Desk or equivalent)
Shift Required:  Monday through Friday, 8AM to 5PM



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