Investment Research Analyst

Job description

Essential Functions of the Job

Responsibilities

Evaluate and make recommendations for investment options within assigned asset class and/or sectors.

Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations.

Contribute to the Team's Capital Market Forecasts, Asset Allocation and other investment team activities.

Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software.

Interview representatives from investment firms to identify opportunities and risks.

Perform returns-based (performance) and holdings-based (attribution) quantitative analysis.

Prepare and distribute investment reports that support the business and clients.

Attend meetings with senior staff and present research, findings, and analysis as needed.

Demonstrate the ability to identify areas of improvement and recommend solutions.

Skills/Abilities

Excellent organizational skills and attention to detail.

Must be proactive about promptly verifying accuracy of assigned tasks.

Strong analytical, critical thinking, and problem-solving skills.

Proficient with Microsoft Excel.

Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac.

Qualifications

Education

Minimum

4 Year / Bachelors Degree

Bachelor's degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking.

Preferred Graduate Degree

A Master's Degree is a plus.

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For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Worksite address

lexington, KY, 40598, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.