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The Mutual Fund Product Management & Investment Analytics team at Company Investments, Company’s proprietary mutual funds and separate accounts business, has a opening for an Investment Specialist. This position will deliver proactive and reactive analytical reports and analysis to assist Sales in effectively positioning Company’s funds within various distribution channels to increase sales and market share.
Responsibilities will include, but are not limited to:
· Support the coordination, preparation, and timely delivery of reports and investment analytics.
· Run Morningstar Hypothetical Illustrations and MPI Stylus Analytics Reports
· Support the Investment Analysts with ad-hoc projects
· Assist with updating quarter end deliverables
Understanding of financial markets, investment concepts, and Modern Portfolio Theory (MPT) statistics.
Must have the ability to handle multiple projects simultaneously and complete projects on a timely basis.
Strong working knowledge of Microsoft Excel and PowerPoint is a plus.
Desire to learn about various mutual fund managers, investment strategies, and asset classes.
Ability to learn investment analytical tools such as Morningstar Advisor Workstation, Morningstar Direct, MPI Stylus, etc.
Detail oriented team player with excellent time management and organizational skills.
Ability to work independently as well as collaboratively with a wide range of internal business partners.
Highly motivated, flexible, and able to work successfully in a fast paced, results oriented team environment.
FINRA Series 7 License or ability to get license after 12 months in the position.
Already passing the Securities Industry Essentials Exam is a plus.
Bachelor’s Degree required.
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