Job Description
We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.
Essential Responsibilities
- Conduct investment research and analysis to support client portfolio decisions.
- Prepare reports, presentations, and performance summaries using Morningstar Direct, Bloomberg, and Excel.
- Collaborate with senior team members to evaluate investment opportunities and monitor market trends.
- Maintain and update financial models, tracking systems, and investment documentation.
- Assist with client portfolio reviews and proposals.
- Perform due diligence on investment products and third-party managers.
- Monitor macroeconomic indicators and assess their impact on investment strategy.
- Draft internal memos and summaries for investment committee discussions.
- Coordinate with compliance and operations teams to ensure data accuracy and reporting integrity.
- Draft and execute trades and banking transactions
