Added
20 days ago
Location
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Full time
Salary
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microsoft office bloomberg factset investment research evestment📋 Description
- Obtain monthly and quarterly client statements from investment managers and custodians
- Enter market values and cash flows; reconcile discrepancies
- Analyze asset classes in client portfolios (equities, fixed income, real estate, alternatives)
- Monitor market trends and monthly performance across asset classes
- Participate in team projects; create charts/graphs for client deliverables
- Assist Research by collecting data from eVestment, Bloomberg, Morningstar, FactSet
🎯 Requirements
- Bachelor’s degree in Finance, Economics, Business or related field
- Commitment to client service excellence
- Strong attention to detail and highly organized
- Ability to work independently to meet deadlines; use critical thinking to solve problems autonomously
- Ability to multitask in a fast-paced environment and react to change positively
- Excellent communication and interpersonal skills
🎁 Benefits
- Top tier healthcare coverage
- 100% paid premium for disability and employee life insurance coverage
- Health and Dependent Care FSA and HSA options
- Company 401K contribution
- Hybrid work policy
- Paid time off & 15+ holidays
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