Investment Analyst
- Employer
- Eton Advisors Group, LLC
- Location
- Chapel Hill, North Carolina
- Salary
- Competitive Compensation with Benefits
- Closing date
- Mar 8, 2019
View more
- 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:
- Responsible for various investment-related and client-related activities
- Quarterly reporting processes
- Portfolio trading activities
- Researching client questions regarding specific existing or prospective investments
- Client and prospective client meeting presentations
- 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.
- Website
- http://www.etonadvisors.com/
- Telephone
- 919-442-1550
- Location
-
5915 Farrington Road, Suite 202
Chapel Hill
NC
27517
US
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