What are the responsibilities and job description for the Investments Analyst position at Tolleson Wealth Management?
DUTIES And RESPONSIBILITIES
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
- Assume due diligence responsibilities for existing third-party equity and fixed income money managers
- Execute manager-specific projects and asset class research
- Perform detailed holdings-based and performance-based analyses
- Develop a deep knowledge and understanding of multiple investment strategies across the equity and fixed income landscape
- Learn behavioral descriptive interview techniques; conduct and document quarterly calls with portfolio managers
- Contribute to the development and maintenance of probability-based decision matrices across the portfolio
- Examine and assess ADVs, financial statements, and various other legal documents to determine suitable investment strategies
- Attend meetings (virtual and on-site) with portfolio managers, conferences, and investor days
- Maintain pipeline of investment strategies
- Assist with investment performance analysis across multiple asset classes, calculating, auditing, and validating investment results
- Research economic conditions and assess relative value of investment sectors to develop actionable ideas which can be expressed in a portfolio
- Coordinate investment-related requests with other departments internally
- Assist with communication materials for internal and external users (PowerPoint presentations, Excel files, Word documents, etc.)
- Prepare and present manager-specific performance, exposure and risk reports to the Investment Committee and firm
- Undergraduate/graduate degree from an accredited college or university’s economics, applied mathematics, accounting, or finance program
- 0-3 years in investment related position preferred
- Pursuing Chartered Financial Analyst (CFA) or similar industry related certification is a plus
- Demonstrable experience in portfolio management (e.g. prior full-time roles and/or internships), exemplifying investment knowledge across asset classes
- Proficient in use of Windows, Microsoft Office (Word, Excel and PowerPoint) and CRM applications
- Demonstrable ability to read and understand financial statements
- Experience with industry related software: Caissa, Morningstar, Black Diamond, Bloomberg, etc.
- Ability to maintain extreme confidentiality in dealing with client matters
- Must consent to and have favorable consumer report, background check and drug/alcohol test
- Strong communication and presentation skills
- Ability to work in a team setting
- Organized with keen attention to detail
- Proactive problem-solving and learning
- Willingness to learn and expand responsibility
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
