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Investment Analyst
Ref No.: 18-14935
Location: Minneapolis, Minnesota
Job Title: Investment Analyst
Duration: 06+ Months with possible extension
Location: Minneapolis, MN

Update/Feedback from client call on 6/22:
  • Candidate should be comfortable with Investment Portfolio Management, security and compliance
  • Hiring manager will consider someone who has worked as a financial advisor for an investment firm
  • If the candidate holds any designations like CFA, CFD, CIAI, CPPA that would be a plus
  • Interview Process: phone interview

Details: Our client, a national financial leader, is looking for an Investment Analyst. In this role, you will manage trust assets and maintain positive client relationships, quality customer service, positive audit results, and client retention.
 
MUST HAVE SKILLS/EXPERIENCE:
  • Experience as an Investment Analyst
  • Understanding of securities and portfolio construction
  • Experience with Investment Policy statements, asset allocation strategies and trading tactics
  • Trust investment experience
 
RESPONSIBILITIES:
  • Participate as a core member of Investment Analysis team.
  • Prepare reporting used to support the implementation of investment strategies for the company's owned asset portfolios.
  • Provide quantitative analysis/ Investment portfolio reporting and related risk analysis.
  • Interface and influence cross organizationally on investment analysis and reporting.
  • Prepare reporting used to support the implementation of investment strategies for the company's owned asset portfolios.
  • Provide top quality research/ Investment portfolio reporting and related risk analysis.
  • Use data from a variety of sources, analyze investment risks, incorporating company and industry knowledge, and sound analytical processes.
  • Take fiduciary responsibility for the investment management process for Trusts, including making recommendations to process enhancements.
  • Work directly with advisors and their clients to develop investment strategies for new trusts and monitor the execution of activities to ensure they are fulfilled by the advisor.
  • Manage trust assets and maintain positive client relationships, quality customer service, positive audit results, and client retention.
 
Regards,
 
Gaurav Vatsa
13454 Sunrise Valley Drive, Suite 120, Herndon, VA 20171
Direct: 703-889-6667 | Fax: 703-889-6500
GauravV@LanceSoft.com  | www.LanceSoft.com