Investment Analyst

Location
Cleveland, Ohio
Salary
Salary + Benefits
Posted
Mar 05, 2019
Closes
Apr 04, 2019
Employment Type
Full Time
Education
Bachelors

Parkwood LLC is a private financial services company based in Cleveland, Ohio.  Employing over 60 people, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serve the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundation and other entities. Parkwood and the Parkwood Trust Company offer a full array of trust company services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters and other professional services.

The Investment Analyst will support senior analysts and be part of a team that provides strategic input regarding existing and new opportunities for the investment portfolio.  2-5 years of investment or industry experience is preferred.  These responsibilities include:

  • Assisting with proactively sourcing and evaluating new investment opportunities
  • Evaluating and monitoring outside asset managers
  • Building relationships with managers in asset classes ranging from public equities and fixed income to alternatives such as private equity and real estate
  • Analyzing current market conditions and supporting asset allocation decisions and portfolio construction
  • Performing research projects on issues relevant for a global institutional portfolio, including researching new investment ideas and themes
  • Performing investment return and portfolio exposure analysis
  • Writing investment memorandums and investment recommendations

Specific Work Experience and Background Desired

  • Bachelor’s Degree with high university GPA
  • Investment or industry experience
  • An advanced degree and/or CFA designation are a plus

Other Desirable Attributes

  • High levels of motivation and initiative
  • Strong interpersonal skills
  • Success in a team environment
  • Proven analytical and quantitative skills
  • Strong written and verbal communication skills