Senior Investment Analyst
CFA Institute, Atlanta, GA, United States
Senior Investment Analyst
Atlanta Consulting Group (“ACG”) is an independent, employee-owned boutique consulting firm that provides comprehensive investment advice to high-net-worth individuals and institutional clients such as corporate retirement plans (Defined Benefit & Defined Contribution), endowments, foundations, and hospital systems. We are looking to add a motivated and driven individual, who is interested in being part of our growing team.
The Senior Investment Analyst is an essential role within ACG primarily supporting the specific goals and needs of our client base. The Analyst will work on the research team to supplement the firm’s third-party manager research efforts and assist the investment consultants in the preparation of ad hoc deliverables to be included in client reports. This is a hybrid position in the Greater Atlanta area with 2-3 days in the office per week. The position requires minimal travel.
Main Responsibilities
Help drive the ACG research team to perform ongoing due diligence and investment manager searches across traditional and alternative asset classes
Performance monitoring and analysis of investment strategies
Asset Allocation modeling
Developing client Investment Policy Statements
Researching and preparing client education presentations
Assisting in the completion of new business RFPs
Experience
5 - 10 years of experience
Bachelor’s degree in Finance, Accounting, Economics, Business or related field is preferred
Completion of or progress towards CFA or CAIA is a plus but not required
Strong understanding of capital markets, economics, portfolio construction, statistical concepts, and investments
Qualifications
Strong analytical skills and attention to detail required
Excellent communication (oral and written) skills
Proactive and self-motivated with eagerness to learn
Takes pride and ownership of assigned work without missing deadlines
Ability to manage multiple projects and adapt to changing priorities
Has desire and creativity to solve complex problems
Contributes to success of firm through teamwork and assisting other analysts
Experience with investment manager databases preferred (Morningstar Direct or eVestment)
Experience with Microsoft Office programs
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Atlanta Consulting Group (“ACG”) is an independent, employee-owned boutique consulting firm that provides comprehensive investment advice to high-net-worth individuals and institutional clients such as corporate retirement plans (Defined Benefit & Defined Contribution), endowments, foundations, and hospital systems. We are looking to add a motivated and driven individual, who is interested in being part of our growing team.
The Senior Investment Analyst is an essential role within ACG primarily supporting the specific goals and needs of our client base. The Analyst will work on the research team to supplement the firm’s third-party manager research efforts and assist the investment consultants in the preparation of ad hoc deliverables to be included in client reports. This is a hybrid position in the Greater Atlanta area with 2-3 days in the office per week. The position requires minimal travel.
Main Responsibilities
Help drive the ACG research team to perform ongoing due diligence and investment manager searches across traditional and alternative asset classes
Performance monitoring and analysis of investment strategies
Asset Allocation modeling
Developing client Investment Policy Statements
Researching and preparing client education presentations
Assisting in the completion of new business RFPs
Experience
5 - 10 years of experience
Bachelor’s degree in Finance, Accounting, Economics, Business or related field is preferred
Completion of or progress towards CFA or CAIA is a plus but not required
Strong understanding of capital markets, economics, portfolio construction, statistical concepts, and investments
Qualifications
Strong analytical skills and attention to detail required
Excellent communication (oral and written) skills
Proactive and self-motivated with eagerness to learn
Takes pride and ownership of assigned work without missing deadlines
Ability to manage multiple projects and adapt to changing priorities
Has desire and creativity to solve complex problems
Contributes to success of firm through teamwork and assisting other analysts
Experience with investment manager databases preferred (Morningstar Direct or eVestment)
Experience with Microsoft Office programs
#J-18808-Ljbffr