Junior Research Analyst

FIRM:

Kosmos Management is an Investment Advisor registered with the SEC since 2012. Its investment strategy is a patented process using insurance products. Kosmos currently has assets under management of over $1.3 billion from large institutions. The firm works solely with institutional clients. It continues to be on the leading edge of its market with creative solutions using life insurance products.

JOB TITLE: Junior Research Analyst                      

REPORTS TO: Junior Portfolio Manager                                        

SUMMARY: Investment analysis and database management.

DUTIES AND RESPONSIBILITIES:

·       Maintain QuickBase (database) used to track Fund investments and activities:

·       Input new investments and prepare initial analysis for Portfolio Manager.

·       Input new information for existing investments.

·       Input other information, as needed.

·       Assist in the life insurance policy illustration process; ordering and analysis.

·       Assist in the annuity application process.

·       Compile application for submission.

·       Work with policy owner and brokers/providers for signatures.

·       Perform various research and analysis projects for senior management team.

·       Assist with presentation materials and analysis.

·       Complete closing document verification checklist.

·       Work with accounting department on data verification and accuracy.

·       Performs other project work and duties as assigned.

SUPERVISORY RESPONSIBILITIES:

·       No supervisory responsibilities

QUALIFICATIONS:

·       BSc in Finance, Economics, Business, Math, or a related field.

·       At least one (1) year related experience or equivalent.

·       Certified Financial Analyst (CFA) designation or in the process of achieving is a plus but not required.

KEY SKILLS:

·       Proficient in Excel, Word, PowerPoint, and other data base tools.

·       Excellent written and verbal communication skills.

·       Acute attention to detail.

·       Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.

·       Good judgement with the ability to make timely and sound decisions.

·       Versatility, flexibility, and a willingness to work within changing priorities with enthusiasm.

REQUIREMENTS:

While performing the duties of this job, the employee is frequently required to do the following:

·       Work with other teams in the office on a variety of projects.

·       Continuously improving team processes.

WORK ENVIRONMENT:

·       Fast paced.

·       Team based.

·       Start-up mentality.

SALARY RANGE:

·       $65,000 – 75,000 per annum, paid bi-monthly, final salary based on experience.

BENEFITS:

·       401k, 3% full match, 3-5% fifty percent match.

·       Medical and Dental Insurance for employee.

·       Up to 15 days paid time off per calendar year (accrued at a rate of 5 hours per pay period).

·       8 paid holidays per calendar year.

·       Up to 3 paid religious/cultural holiday days per calendar year.

·       6-10 weeks of paid parental or maternity leave after 6 months of employment.

·       Up to 5 days of paid bereavement leave after 6 months of employment.

·       Up to 10 paid jury duty days and paid witness duty leave.

·       Up to 2 weeks paid military leave.

Kosmos Management, LLC (“Kosmos”) believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications, but not limit the employee or the organization to just the work identified. It is our expectation that every employee will offer his/her services wherever and whenever necessary to ensure the success of our services.