Investment Analyst
| Company | KMA Human Resources Consulting |
|---|---|
| Location | Portland, ME, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | MBA |
| Experience Level | Senior |
Requirements
- 5+ years of investment research experience on the buy and/or sell side.
- Proficiency in using Microsoft Office programs (PowerPoint, Word, Excel, Outlook), Tamarac, and FactSet.
- Comfort utilizing artificial intelligence to increase the speed and efficiency with which information can be assembled and synthesized to make useful inferences and ultimately decisions.
- CFA and/or MBA
Responsibilities
- Supporting the firm’s Chief Investment Officer, Deputy Chief Investment Officer, and Senior Vice President/Portfolio Manager in overseeing all of the model portfolios of the firm.
- Complete robust macroeconomic research and reading across asset classes – essential for working on the global ETF models and contributing to robust investment debates.
- Follow and understand performance of sectors, themes, geographies, and market caps. Within fixed income, follow interest rate and credit spread trends.
- Research and monitor individual equities, preparing written recommendations and DCF and other valuation models as appropriate.
- Review possible third-party products and managers, meeting with managers, traveling to conferences and presenting possible investment opportunities to the investment committee.
- Discuss markets with clients and explain Spinnaker’s investment strategies
Preferred Qualifications
-
No preferred qualifications provided.