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SalaryJob Title: Investment Analyst
Reports To: Director of Portfolio Construction and Research
Direct Reports: NA
Salary Grade: Minimum $59,280.00 – Midpoint $91,293.00
SUMMARY
The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects. The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same
EDUCATION AND EXPERIENCE REQUIREMENTS
- Bachelor’s degree required; Graduate degree preferred.
- Preferred certifications: Certified Financial Analyst or CFA candidate.
- 5 or more years investment experience with emphasis on manager research.
- Ability to work well independently and in a team environment.
- Good analytical, verbal, and written communication skills.
JOB FUNCTIONS
- Perform research and due diligence on external investment managers.
- Perform regular manager searches for variety of asset classes and vehicles.
- Contact fund and manager firms for updates on strategies and performance.
- Present findings and recommendations to Asset Management Council and WM Management.
- Develop efficient portfolios and models for different objectives across risk spectrum.
- Document findings for compliance and audit.
- Communicate portfolio and manager information to Portfolio Managers in field.
WORK ENVIRONMENT
Work location – Greenville, SC or Orlando, FL
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 10% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
