Investment Analyst

Position: Investment Analyst

Location: Incline Village, NV (Reno/Tahoe Area)

Company Overview:

We are an independent, employee-owned institutional investment advisor specializing in convertible securities management. Established in 1971, we manage over $2 billion in assets for a global clientele that includes insurance companies, pension plans, foundations, and consultants. Our disciplined approach to convertible investing aims to maximize the structural benefits of convertible bonds through long-only and long/short strategies.

Role Summary:

The Investment Analyst will join our investment team, providing key support in managing convertible securities portfolios. In this role, the individual will analyze securities, monitor portfolios, run trade allocations, conduct research, and prepare reports and presentations for internal and external stakeholders. Additionally, they will contribute to client engagement by serving as a product specialist, including writing investment commentary, market updates, and other client-facing materials that communicate research findings and portfolio insights.

Responsibilities:

• Conduct detailed analysis of securities, including structural analysis and valuation.
• Assist in portfolio monitoring and trade allocations.
• Research economic, industry, and company-specific data to support investment decisions.
• Help develop financial models and perform risk-return analyses on convertible securities and related products.
• Prepare and deliver reports, presentations, and market commentary for internal and external stakeholders.
• Actively monitor investments and help manage portfolio risk exposures.
• Collaborate with portfolio managers to identify investment opportunities and strategies.
• Provide general support to the portfolio management team as needed.

Qualifications:

• Bachelor’s degree in finance, economics, mathematics, or a related field.
• A minimum of 2 years of professional experience in finance or a related field.
• Advanced proficiency in Bloomberg, Excel, and PowerPoint.
• Superior written and verbal communication skills.
• Highly detail-oriented with strong analytical and quantitative skills.
• Knowledge of convertible securities, derivatives, or structured products is a plus.
• Experience with SQL, Python, and data visualization tools such as Tableau is a strong advantage.
• CFA designation, MBA, or an advanced degree in finance is highly desirable.
• Ability to manage multiple priorities in a fast-paced, dynamic environment.

Key Competencies:

• Results-oriented and proactive, with a strong sense of urgency.
• Excellent interpersonal skills, with the ability to collaborate effectively across teams.
• Effective communicator, adept at presenting complex analyses to diverse audiences.
• Intellectually curious, with a strong desire to learn by doing and grow through hands-on experience.

What We Offer:

• Competitive compensation package, including profit-sharing and performance bonuses, 401(k) retirement plan, and comprehensive health benefits.
• A beautiful working environment in the scenic Lake Tahoe area, offering unparalleled access to outdoor activities and a vibrant community.
• Opportunity to work in a collaborative, high-performing team.
• Exposure to a broad range of convertible securities and investment strategies.
• A chance to develop expertise in a specialized area of institutional investment management with a firm that is a recognized leader and pioneer in convertible bond investing.

If you are motivated to contribute to a dynamic and results-driven team, we encourage you to apply by sending your resume and cover letter to Recruiting@zazove.com.