The Securities Investment Analyst Senior will assist in the management, administration, and reporting of the Company's activities.
Assist in the management, administration and reporting of the company's invested assets.
Perform securities analysis on a wide range of investments ranging from public and private corporate bonds to limited partnership investments. As skills and preferences develop, the successful candidate will gravitate towards specializations in particular asset classes based the needs of the department.
Prepare reports and/or Excel spreadsheets as needed for financial modeling purposes in analyzing new and existing investments. The development of new reports and/or spreadsheets used to manage the portfolio and the maintenance of existing portfolio management spreadsheets will also be required.
Prepare written recommendations and analysis of investments and portfolio information for management.
Prepare and maintain documentation for the portfolio.
Serve as a contact between the Investment Department, the Accounting Department, and external managers as needed.
Other duties as assigned.
Regular and predictable attendance.
Education
Working knowledge of investments and completion of CFA Level II exam preferred
Required
-
3 - 5 years: Minimum of three years of job related experience.
Required
-
Bachelors or better in Finance or related field
Preferred
-
Masters or better in Business Administration or related field