Investment Analyst Job at Taiber Kosmala & Associates, Chicago, IL

VjBnVmhCTDFwMUpNZXVobjF6eUk2VmNTSXc9PQ==
  • Taiber Kosmala & Associates
  • Chicago, IL

Job Description

Investment Analyst

Job Summary

As an Investment Analyst, you operate in a team-based environment with responsibilities in performance reporting, investment manager due diligence, asset allocation modeling, and capital markets research. This is a full-time position with an attractive benefits package and opportunity for advancement. Salary commensurate to level of qualifications and experience.

Responsibilities and Duties

Production of routine (quarterly, monthly, ad-hoc) reports using Paris, Orion, Evestment, and Morningstar technologies and performance systems.

Data entry and reconciliation

Review and analyze performance and risk data

Perform verbal and written performance analysis and strategy descriptions

Maintenance and verification responsibilities on proprietary internal strategy database

Produce proprietary model Fact Sheets, custom client model Fact Sheets, third party manager Fact Sheets, and Portfolio Briefs

Maintain and update custom client investment models.

Work with Director of Research to maintain internal process and protocols for management of central research inbox and associated content.

Coordinate and schedule manager due diligence meetings in accordance with internal manager due diligence protocols.

Conduct routine investment manager due diligence meetings following all internal due diligence protocols as defined by Director of Research.

Participate in Investment Committee meetings including any associated initiatives and responsibilities.

Qualifications and Skills

College degree with a preference given to economics, finance, and accounting majors.

Interest in or progress toward the CFA designation a plus.

Candidate must be very numbers and detail oriented.

Base knowledge of financial markets and economics preferred.

Strong writing and communication skills preferred.

Benefits

Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.

Please contact us through our contact pageor send your resume and cover letter to [email protected] consideration.

Job Tags

Full time,

Similar Jobs

Quinnipiac University

Full-Time Tenure-Track Faculty: School of Law Job at Quinnipiac University

 ...and mentoring students in the field of law. We are open to both entry-level and lateral candidates. Areas of curricular need are projected...  ...degrees (combined degrees with other disciplines), including the JD/MBA. The law school offers concentrations in civil advocacy and... 

Pinkston

Senior Digital Media Planner/Buyer Job at Pinkston

 ...Additional Details Status: Exempt-Salaried Work Location: Falls Church, Virginia Travel...  ...media plans aligned with client goals and target audiences. Conduct in-depth research...  ...team members the opportunity to work from home up to 30% of the time. Pinkston provides... 

Delta-T Group Inc.

Teacher Aide/Dedicated Aide Job at Delta-T Group Inc.

 ...Washington, DC 20032 Date Posted: 2/28/2025 Category: School Education: High School Diploma/GED One of our clients is seeking a Teacher Aide/Dedicated Aide experience to provide services to children (K-12) in the Washington, DC area. Compensation rate is $17.50/+ an... 

McKesson

Mid Shift Operational Supervisor Job at McKesson

Mid Shift Operational Supervisor Location Puyallup, WA : McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable... 

Diligent Tec Inc

SAP Datasphere and SAC Security Consultant Job at Diligent Tec Inc

 ...Job Title: SAP Datasphere and SAC Security Consultant Location: Los Angeles, CA Job Type: Long Term Contract Experience Level:5+ to 15 Years Key Responsibilities: SAP Datasphere Security: Design and implement security models for SAP Datasphere (formerly...