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favorite this post Investment Analyst (Minneapolis, MN) hide this posting unhide

3600 Minnesota Dr # 325,

(google map)

compensation: DOE
employment type: full-time

General Description

The Investment Analyst is an integral part of the portfolio management team who is responsible for the management of client portfolios, with an expectation for advancement.

Primary Responsibilities

Generate customized daily investment management reports used to implement the firm’s strategies, and review and evaluate trades and related client account activity. Recommend actions to be taken to portfolio managers to realign accounts in line with objectives.
Manage data transfer with custodial banks and evaluate data to ensure accurate account information
Serve as a key point contact for the client relationship
Develop initiatives to improve client satisfaction
Review inputs and maintain multiple proprietary databases
Assist in the production of research projects in coordination with portfolio managers and clients
Expected to generate and execute ideas designed to improve efficiencies and reduce risk
Responsible for the creation and accuracy of customized client performance summaries
Assist in performance reviews with clients
Ongoing account audit responsibility
Communicate accurately and clearly with clients and related parties
Undertake additional professional development such as the CFA program
Additional responsibilities will be assigned based upon analyst skill set and firm needs

Job Requirements

Bachelor’s Degree with concentration in Finance or related field
1 – 2 year of related industry experience preferred
Must possess a strong desire to work in investment management
Strong computer, mathematical, and analytical skills are required
Must be a self-starter with excellent quantitative and communication skills

Apply Here: https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-MN-Office/Investment-Analyst_JR002715-1
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post id: 6893094497

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