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Investment Analyst

Employer
Eton Advisors Group, LLC
Location
Chapel Hill, North Carolina
Salary
Competitive Compensation with Benefits
Closing date
Mar 8, 2019

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Job Function
Performance Analysis, Risk Management, Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Position Description

Reporting to the Director of Portfolio Management, the Investment Analyst will be responsible for the following functions and processes:

  1. Responsible for various investment-related and client-related activities
  2. Quarterly reporting processes
  3. Portfolio trading activities
  4. Researching client questions regarding specific existing or prospective investments
  5. Client and prospective client meeting presentations
  6. Monitor data reconciliation with outsourced back-office firm.

Develop, maintain and distribute data, analyses, and reports on a regular and timely basis:

  • Market returns on benchmark indices
  • Monthly economic/market chartbook
  • Quarterly client meeting book charts, graphs, and tables
  • Summarize commentaries/narratives and relevant statistics on Eton-approved managers
  • Manage the investment implementation for Eton’s pooled funds
  • Manager Communication
  • Subscription Documentation
  • Capital Calls
  • Assist with manager due diligence Utilize the available tools and data sets to regularly supply investment data and information to key internal constituencies:
  • Investment Committee
  • Chief Investment Officer / Senior Investment Officer / Director of Portfolio Management
  • Director of Operations, Fund Administrator, and related Eton reporting team
  • Client Relationship Managers (in response to specific client questions)
  • President / COO (in support of RFPs and other prospective client materials)
  • Serve as a non-voting member and Secretary of the Eton Investment Committee, which approves Eton’s market outlook, asset allocation modules, tactical ranges, and investment managers. 

Company

Eton Advisors Group is a Multi-Family Office dedicated to providing discerning, high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.  We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.

 

Company info
Website
Telephone
919-442-1550
Location
5915 Farrington Road, Suite 202
Chapel Hill
NC
27517
US

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