Investment Analyst

Employer
Castlestone Management
Location
New York, USA
Salary
competitive
Posted
Aug 23, 2019
Closes
Sep 22, 2019
Ref
6381195
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The main role is to support and provide cover for the Senior Trader and Portfolio Manager on a range of equity funds.

Key Responsibilities:
  • Trade execution and asset allocation support for a range of long only equity funds
  • Monitor and adjust investment and currency exposures in line with investment guidelines and strategy
  • Contribute to the monthly production of fund factsheets by supplying fund manager commentaries and updated performance statistics
  • Produce topical market and fund specific content for inclusion in marketing documents and presentations
  • Support the sales and distribution team by providing regular market updates
  • Statistical reporting, asset allocation and performance analysis for a range of mixed asset class model portfolios (cautious, balanced, adventurous, equity only)
  • Ad-hoc project work as required

Communication

The applicant must have excellent communication skills and knowledge of investments, such that they are able to liaise effectively with all levels of management and across all business functions. The applicant will also be responsible for maintaining strong working relationships with external counterparties including the UCITS Management Company and brokers.

Qualifications

The applicant must be able to demonstrate excellent knowledge of the investment industry and will ideally possess relevant industry qualifications such as the Series 65, Series 7, IMC or CFA.

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