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We are looking for an experienced Investment Analyst to undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision making process.
On a day-to-day basis, an Investment Analyst typically performs various tasks, including:
Research and Analysis: Conducting in-depth research and analysis of industries, companies, and financial markets to identify investment opportunities and industry trends.
Financial Modeling: Developing and maintaining complex financial models to evaluate the financial performance and projected returns on investment of different assets or companies.
Data Analysis: Analyzing and interpreting economic data, financial statements, and market trends to assess the performance of investment portfolios and make informed decisions.
Risk Assessment: Assessing the risk associated with different investment opportunities and understanding their potential impact on the overall portfolio.
Due Diligence: Conducting due diligence on potential investments, including evaluating management teams, analyzing business strategies, and assessing competitive advantages.
Portfolio Management: Assisting in the development and management of investment portfolios, including monitoring the performance of existing investments, making recommendations for buy/sell decisions, and rebalancing portfolios as needed.
Client Relationships: Building and maintaining relationships with clients or portfolio managers to understand their investment objectives and preferences, and providing periodic updates and reports on portfolio performance.
Communication: Preparing investment reports, presentations, and recommendations to communicate ideas and investment strategies to internal teams, clients, or other stakeholders.
Stay Updated: Actively staying informed about the latest market trends, regulatory changes, and economic indicators that may impact investment decisions.
Continuous Learning: Engaging in professional development activities, such as attending conferences or completing relevant certifications, to continuously enhance knowledge and skills in the investment field.
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Investment Analyst – Consultant to member credit unions
Helping credit unions succeed by serving as a valued investment consultant...
Description
Sells fixed income investments, including government agency bonds (callables, step-ups, MBS, SBA pools), jumbo CDs and deposit accounts. Facilitates liquidity funding solutions as needed and works with portfolio strategist to support other register...
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