What are the responsibilities and job description for the Investment Analyst position at QuadCap Wealth Management, LLC?
This is a full-time role for an Investment Analyst. The position's purpose is to support the senior investment team members and financial advisors by executing the responsibilities listed below. This position provides the opportunity to gain a broad knowledge base across all investment-related functions of the Wealth Management business. This position requires the ability to effectively work with a team, prioritize workloads, find answers, and solve problems effectively with minimal direction.
Main Responsibilities include:
Client/Advisors
- Trading client portfolios -- buys/sells, raising/investing cash.
- Track investment performance. Prepare and distribute investment performance to the team internally.
- Create and update investment proposals for advisors.
- Prepare and distribute client commentaries
- Answer investment-related advisor or client inquiries.
Research/Due Diligence
- Monitor activities of existing investments/managers and their adherence to investment policies.
- Schedule, participate in, and take notes on quarterly investment manager conference calls.
- Identify and analyze investment opportunities.
- Contribute to the strategy construction, execution, and monitoring of investment initiatives.
- Attend Investment Committee meetings and write/distribute the minutes.
Skills and requirements
- 4-year Undergraduate degree
- 0-3 years of work experience
- Experience with Word, PowerPoint, Excel
- Series 65 or willingness to obtain within 3 months of hire
- Beneficial, but not required to have experience with YCharts, BlackDiamond, iRebal (or similar) and Schwab Advisor Center.
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