Analyst

Cardinal Investment Advisors, LLC – Named Pension & Investments BEST Places to Work in 2015, 2016, 2017, 2018, 2019, 2020

www.cia-llc.com

Cardinal Investment Advisors is a national investment consulting firm serving institutional investors with offices in St. Louis and Chicago. We assist our clients in developing, implementing, and sustaining their investment strategy. This includes asset-liability and asset allocation studies, manager search projects, capital market research, and investment performance analysis.

Cardinal has a team-oriented culture that fosters creativity and diversity of ideas. We are looking to attract and retain an experienced, hard-working and service-minded individual.

YOUR RESPONSIBILITIES

· Accurately produce performance presentations for client meetings including commentary, investment characteristics, and investment results

· Reconcile investment performance from various data sources using Cardinal’s proprietary analytics

· Analyze and interpret investment performance and characteristics

· Interact directly with clients and other investment personnel

· Work in a team environment to support analysts and consultants on various investment related tasks

· Occasional travel to meet with clients or investment professionals

YOUR EXPERIENCE

· You have a Bachelor's degree

· You have a minimum of three to five years of overall work experience

· You have general investment knowledge

· You possess strong Microsoft Excel and PowerPoint experience

· You can communicate professionally in written and verbal interactions

· You have strong analytical skills and a high level of attention to detail

· You are able to work independently, multi-task, and manage your time effectively

· You are motivated to invest time and effort into your professional development

· Insurance Company preferred, but not required

· Business Intelligence preferred, but not required

· You are currently authorized to work in the United States on a full-time basis

THE BENEFITS

· Competitive salary with annual bonus opportunities

· Comprehensive benefits including Medical, Dental, Disability, Health Savings Account, Vested retirement contributions

· Opportunity for advancement

· Supportive and challenging work environment

· Education reimbursement opportunities for pursuing CIPM, CFA, or CPA

· Garage parking (STL) or CTA pass (CHI)

· Dedicated support for volunteer, community and/or industry involvement

CONTACT

To apply, email your resume and cover letter telling us a bit about your career journey, what attracts you to institutional investment consulting, and why you are interested in becoming a member of the Cardinal team.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Supplemental Pay:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Analysis Skills: 1 year (Preferred)

Work Location:

• Multiple locations

Work Remotely:

• Temporarily due to COVID-19