Investment Analyst

Atlanta, Georgia
Jul 28, 2020
Sep 26, 2020
Employment Type
Full Time

Job Title: Investment Analyst Background:  

Our firm is a Register Investment Advisor (RIA) that focuses exclusively on the institutional investment consulting space.  Our firm is seeking an experienced (3-5 years preferred), efficient, self-motivated investment analyst with a strong attention to detail to become part of our investment team.  


Primary responsibilities will include but are not limited to:

  • Assist in group efforts of investment manager search, due-diligence and selection
  • Reviewing investment manager strategy, style and performance qualitatively and quantitatively
  • Analyzing and evaluating investment markets, investment strategies and their impact on client portfolios
  • Collaborate on projects with other analysts on ad hoc research projects
  • Responding to request for proposals
  • Developing investment policy statements
  • Assist in developing capital market assumptions
  • Performing asset allocation studies – including asset/liability studies
  • Building / maintaining quantitative models
  • Researching other related investment areas
  • Writing due diligence reports and preparing client presentations
  • Interacting with investment managers and clients as well as other analysts and consultants
  • Contribute to group projects through assisting other analysts
  • Additional responsibilities and tasks as necessary


  • Proven ability to work with Excel and Powerpoint and other proprietary software programs
  • Excellent oral and written communication skills
  • Works well under pressure, with the ability to prioritize and manage multiple tasks
  • Ability to complete large amounts of work in short time frames
  • Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date
  • Openly shares information and own expertise with colleagues
  • Strong understanding of statistical concepts and portfolio construction
  • Ability to contribute in a team-based environment
  • Have the initiative, desire, drive and creativity to find solutions
  • BA/BS degree in Finance, Business, Economics or related discipline is preferred
  • Experience in an investments related field is preferred
  • Experience with investment software is preferred – Morningstar Direct and eVestment Alliance
  • Progress towards CFA designation and/or graduate degree in Business or Finance are preferred

If interested, please submit resume to