Investment Analyst
- Employer
- Rocky Mountain Advisers, LLC
- Location
- Salina, Kansas
- Salary
- Up to $80,000 per year + benefits
- Closing date
- Jun 24, 2022
View more
- Job Function
- Equities Research: Buy Side, Portfolio Management: Equities, Portfolio Management: Multi-Asset
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
The investment analyst assists the portfolio management team in managing the investments of a publicly traded closed-end fund, private foundation, and family office. Duties include preparing weekly reports on holdings, tax analysis, investment performance, and trading. The investment analyst will draft research reports on potential equity investments as well as quarterly reports on existing holdings. These reports include recommendations for buying or selling equities. Additional duties include preparing materials for and attending monthly investment committee meetings. The position will periodically assist management with matters involving the fund administrator.
Required:
-Bachelor’s degree (CFA charterholder or candidate preferred)
-Proficiency with Microsoft Excel (Bloomberg experience is a plus)
-Proficiency writing
-High desire to learn
-High attention to detail
-No professional experience is required, but at a minimum, personal investment experience is expected
Company
Rocky Mountain Advisers, LLC, ("RMA"), is an SEC-registered investment adviser with an office in Kansas. RMA was formed in 2008 and began to actively conduct its investment advisory business in 2010. In addition to serving as a co-adviser or sub-adviser to the SRH Total Return Fund, Inc. since 2015, RMA provides investment services to a number of private client accounts. RMA and its affiliates previously served as co-investment adviser to three other registered investment companies, all of which were reorganized into SRH Total Return Fund, Inc. in 2015. As of December 31, 2021, RMA managed approximately $2.09 billion in assets.
- Website
- http://investrma.com/
- Telephone
- 7858233097
- Location
-
2121 Crawford Place
Salina
KS
67401
US
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