What are the responsibilities and job description for the Investment Analyst position at Allied Personnel Services?
Allied Personnel Services is seeking candidates for an Investment Analyst opening! This direct hire opportunity offers the chance to work for a progressive, growing company that prides themselves on being named a Best Place to Work. As an employee owned company, the team is committed to professional servicing and a high quality client experience. Along with a competitive salary of $60,000-70,000/yr, the position offers benefits, 401k, bonus opportunity, and generous PTO.
Responsibilities in this role include:
In this role you will:
- maintain and update aggregated performance reports
- work w/ multiple brokerage, recordkeeping, and trust investment platforms
- assimilate key data from investment statements and import data into performance reporting system
- perform quarterly return calculations of raw data received from custodians
- prepare quarterly reporting
- serve as a technical resource for the advisors
- work w/ producers to prepare portfolio design and monitoring for clients
- use modeling software to determine appropriate asset allocations using forward looking capital market assumptions
Candidates for this role must have a Bachelors degree in a Business field. MS Office proficiency is critical. A Series 7, 63, 65 is needed or must be completed within five months of hire. Successful candidates will have the ability to work in a fast paced setting, will have the ability to work independently, and be able to exercise discretion when exposed to confidential information.
Qualified candidates can apply by emailing a resume today!
Salary : $60,000 - $70,000
