Investment Analyst
Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms. They are seeking an Investment Analyst to conduct investment due diligence and research, collaborate with team members to provide investment solutions, and prepare reports on investment portfolios and strategies.
Responsibilities
- Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
- Collaborating with other team members to provide sound investment solutions for clients
- Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies
- Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities
- Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions
- Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets
Skills
- Bachelor's degree in finance, economics, or related field required
- 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
- Progress toward, or intent to pursue, the CFA designation
- Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
- Passion for learning and deep interest in the capital markets, economy, and investing
- Proficiency in Microsoft Office applications, including Excel
- Experience with Morningstar and/or Bloomberg is a plus
Benefits
- Health, dental, vision, disability, and life insurance
- Flexible Time Off and various pre-determined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel expense, lodging, and meal reimbursement for business-related use
- A pension plan is also available for eligible administrative and paraprofessional staff
- A discretionary bonus plan is available for eligible staff
- Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time
Company Overview