Investment Analyst Associate

Profile

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Overview Reporting to the Vice President of Investments, the Associate Investment Analyst will provide a range of responsibilities including evaluating investment returns, risk management, market research, setting investment objectives, asset allocation, and securities analysis.
read more Reporting to the Vice President of Investments, the Associate Investment Analyst will provide a range of responsibilities including evaluating investment returns, risk management, market research, setting investment objectives, asset allocation, and securities analysis.
Responsibilities
Ensure proper settlement of all securities transactions. Research and analyze assigned economical sectors.
Research and analyze assigned universe of companies consisting of current NJM holdings or potential investments.
Assess the investment thesis for each holding on an ongoing basis. Identify new investment opportunities.
Present recommendations to the Portfolio Manager. Respond to audit inquiries.
Monitor sector trends on an ongoing basis.
Assess the impact on the financial market as well as on individual securities.
Participate in departmental cross-training.
Participate in special projects.
read more
Ensure proper settlement of all securities transactions. Research and analyze assigned economical sectors.
Research and analyze assigned universe of companies consisting of current NJM holdings or potential investments.
Assess the investment thesis for each holding on an ongoing basis. Identify new investment opportunities.
Present recommendations to the Portfolio Manager. Respond to audit inquiries.
Monitor sector trends on an ongoing basis.
Assess the impact on the financial market as well as on individual securities.
Participate in departmental cross-training.
Participate in special projects.
Requirements
Undergraduate degree required. Should be planning to attain Chartered Financial Analyst (CFA) designation (required within 5 years of employment)
Minimum 1 to 3 years of relevant investments experience required
Progressive knowledge of the investment process across a range of asset classes
Understanding of financial markets and institutional investing
Excellent oral and written communication skills
Strong working knowledge of Excel and databases
Enquiring and analytically minded with a logical and thorough work ethic
Ability to grasp issues and other innovative solutions
Demonstrate fiscal responsibility through efficient, conservative management of resources
Strong organizational, problem-solving, and quantitative/analytical skills
read more
Undergraduate degree required. Should be planning to attain Chartered Financial Analyst (CFA) designation (required within 5 years of employment)
Minimum 1 to 3 years of relevant investments experience required
Progressive knowledge of the investment process across a range of asset classes
Understanding of financial markets and institutional investing
Excellent oral and written communication skills
Strong working knowledge of Excel and databases
Enquiring and analytically minded with a logical and thorough work ethic
Ability to grasp issues and other innovative solutions
Demonstrate fiscal responsibility through efficient, conservative management of resources
Strong organizational, problem-solving, and quantitative/analytical skills

Company info

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