Five Rings
Five Rings

60 Five Rings Investment Analyst Jobs Hiring Near You

Bachelor's degree in Finance, Economics or related concentration/Master 's degree preferred · 3-5 ... evaluate investments · Superior technical/analytical skills for modeling data and processing ...

A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...

We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...

About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...

About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...

We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...

We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...

We are also one of the largest pension plan administrators in Canada, serving over five million ... Here's how As an Investment Analyst, you will play a crucial role in the investment management ...

A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. * Investment Advisor Representative (Series ...

About the role We're looking for an Investment Analyst to join our growing investment team at Range ... Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member ...

Investment Analyst

Toronto, ON · Hybrid

CA$82K - CA$105K/yr

Minimum 3-5 years of investment market expertise. * Completion CFA designation or master's degree is an asset. The Expertise You Bring * Excellent analytical, writing, oral communication ...

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...

Onsite - Montreal Valnet is seeking an Analyst, a value creation operator within the Investment ... Present findings clearly, concisely, and with conviction Required Qualifications * 1-5+ years in ...

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

Minimum of 5 years' experience in the retirement plan industry, with a specific focus on investment analysis (10+ years preferred). * Proficient knowledge of asset allocation, portfolio construction ...

Showing results 21-40

Investment Analyst

New York

New York, NY

Full-time

Re-posted 23 days ago


Job description

Responsibilities:

·      Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance

·      Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed

·      Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy

·      Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections

·      Perform due diligence reviews of current and future investments

·      Build and present proposals for new investment opportunities

·      Escalate any portfolio changes within Family Office

·      Develop long-term financial planning options, as needed

 Qualifications:

  • Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred

    ·      3-5 years of portfolio or investment management experience

    ·      Proven mathematical skills and financial acumen to evaluate investments

    ·      Superior technical/analytical skills for modeling data and processing information

  • Exceptional verbal and written communication skills along with strong presentation skills
  • Strong attention to detail
  • Well-developed organizational skills, flexible and ability to multi-task
  • Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
  • CFA, FINRA Series 7 and 66 preferred