Investment and Research Analyst

  • location: Lancaster, PA
  • type: Permanent
  • salary: $80,000 - $100,000 per year
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job description

Investment and Research Analyst

job summary:










Investment & Research Analyst, Small Investment Firm - $80,000 to $100,000 plus bonus

Excellent opportunity to join a small growing entrepreneurial investment firm that is commutable from parts of the Lancaster, York, Harrisburg and Reading areas.

The Investment & Research Analyst will partner with Senior Management and the Investment Team to provide quality service and research to both the firm and its clients. Primary responsibilities include asset allocation modeling, mutual fund and ETF select, manager research, attribution analysis, performance measurements and a broad range of investment analysis projects. This position will create procedures and manage the process for all regular tasks performed.

Qualified candidates will have a Bachelor's Degree in Finance, Economics or a similar field with 3-5 years of Investment Analysis experience. CFA Designation (Level 2 candidate or higher) is strongly preferred but not required. Qualified candidates will have extensive knowledge and experience researching mutual funds and ETF's. Qualified candidates will have extensive knowledge of investment management strategy, process and products, performance attribution and risk management analysis. They will have practical experience and understanding of how investment research is implemented. Understanding of risk analysis and stress testing on managers and investment strategies.

Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.

E-mail - Adam.Fisher@randstadusa.com







 
location: Lancaster, Pennsylvania
job type: Permanent
salary: $80,000 - 100,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 0 Years
 
responsibilities:
Primary responsibilities include asset allocation modeling, mutual fund and ETF select, manager research, attribution analysis, performance measurements and a broad range of investment analysis projects. This position will create procedures and manage the process for all regular tasks performed.

 
qualifications:
Qualified candidates will have a Bachelor's Degree in Finance, Economics or a similar field with 3-5 years of Investment Analysis experience. CFA Designation (Level 2 candidate or higher) is strongly preferred but not required. Qualified candidates will have extensive knowledge and experience researching mutual funds and ETF's. Qualified candidates will have extensive knowledge of investment management strategy, process and products, performance attribution and risk management analysis. They will have practical experience and understanding of how investment research is implemented. Understanding of risk analysis and stress testing on managers and investment strategies.

 
skills: Investments, Investment Management
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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