Investment Analyst Position – FAI Wealth Management
FAI Wealth Management has an opening for an Investment Analyst. The position will report directly to the Chief Investment Officer and include the following functions:
Research possible investments including Mutual Funds, ETF’s and individual stocks.
Build and maintain excel spreadsheets used in the investment research and investment decision process.
Downloading and maintenance of company financial statements in Excel.
Monthly and quarterly update of portfolios in Excel and other software packages.
Quarterly written reviews of Mutual Fund holdings.
Provide support to Advisors and the Chief Investment Officer with ad hoc report requests from software programs such as FI360, Hidden Levers, Factset, Morningstar etc.
Organize and distribute all information for weekly, monthly and quarterly investment meetings.
Undergraduate degree in Accounting, Finance or Business
0-5 Years of work experience
Strong quantitative and computer skills
Strong Excel skills including statistics and macros
Able to meet hard deadlines
Accuracy of work a must
Strong ability to multitask
Solid understanding of equity and bond markets
Progress towards a CFA designation and/or MBA a plus
Please forward resume and salary requirements to HR@investfai.com
Applications without salary requirements or salary history will not be considered.
FAI WEALTH MANAGEMENT
For 30 years, FAI Wealth Management, located in Columbia, MD, has been focused on combining strategic investment thinking with highly personalized financial planning. FAI assists families impacted by significant financial events such as changing careers, preparing for the sale of a business, planning for retirement, facing divorce, the death of a spouse or stock option deadlines. Our esteemed team of fee-only advisors has a combined 150+ years of experience in financial planning, investment analysis and wealth management.
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