Investment Analyst Position
FAI Wealth Management has an opening for an Investment Analyst. The position will report directly to the Chief Investment Officer and include the following functions:
Research possible investments including Mutual Funds, ETF’s and individual stocks.
Build and maintain excel spreadsheets used in the investment research and investment decision process.
Downloading and maintenance of company financial statements in Excel.
Monthly and quarterly update of portfolios in Excel and other software packages.
Quarterly written reviews of Mutual Fund holdings.
Provide support to Advisors and the Chief Investment Officer with ad hoc report requests from software programs such as FI360, Hidden Levers, Factset, Morningstar etc.
Organize and distribute all information for weekly, monthly and quarterly investment meetings.
Undergraduate degree in Accounting, Finance or Business
0-5 Years of work experience
Strong quantitative and computer skills
Strong Excel skills including statistics and macros
Able to meet hard deadlines
Accuracy of work a must
Strong ability to multitask
Solid understanding of equity and bond markets
Progress towards a CFA designation and/or MBA a plus
Please forward resume and salary requirements to HR@faiwealth.com
Applications without salary requirements will not be considered.