Investment Analyst

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $79.5k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Abacus Wealth Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.Disclosures: https://abacuswealth.com/social-media-guidelines/

📋 Description

• Manages day-to-day investment projects and data requests from advisors and other departments. • Completes research projects on new managers/processes. • Updates capital market assumptions annually. • Attends all IC meetings and takes note of follow ups. • Coordinates with existing public and private market managers on quarterly/annual updates. • Collects annual due diligence questionnaires from current managers. • Inputs and tracks model portfolios in data and analytics system. • Prepares impact and performance updates and commentary to advisors on a regular basis. • Keeps track of quarterly performance of underlying investments and report back to CIO and IC. • Proactively coordinates with marketing team on investment data requests.

🎯 Requirements

• 3+ years of experience in investment research, portfolio management, or trading. • Background in investment research or a directly related area. • Quantitative background in financial modeling. • Broad understanding of financial economics, including Efficient Market Hypothesis, Fama-French model, and material ESG risk factors. • Working knowledge of IMP, SDG’s, ISS vs. Glass Lewis, and SASB materiality. • Basic knowledge of ESG and impact investing industry. • Ability to communicate clearly and effectively. • Comfort presenting portfolio recommendations to leadership team. • Proactive and independent self-starter. • Expertise using Excel to run projects and analyze problems. • Willingness to travel occasionally for conferences or office visits. • A designation, certification, or degree (or progress toward one) such as Series 65, CFP, CFA, or MBA provides a competitive edge.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Wellness programs