Requirements

Minimum of one year of professional experience in a role related to investments
Bachelor of Science degree in Accounting, Economics, Engineering, Finance, or Mathematics
High proficiency with Microsoft Office suite, particularly advanced Excel capabilities
Capable of computing and analyzing key investment metrics such as annualized return, standard deviation, and Sharpe ratio
Strong quantitative reasoning and analytical problem-solving abilities
Skilled at explaining complex financial concepts in clear, accessible language
Effective at managing multiple tasks and delivering results within established timelines
Dedicated to delivering exceptional service to clients
Maintains a professional presence and conduct

Nice to Have

Interest in pursuing the CFA Charter or a similar professional certification
Prior experience using Bloomberg or Morningstar Direct platforms

Compensation

The annual base salary range is anticipated to be $68,000 - $70,000. Actual pay may vary based on experience, expertise, location, and other relevant factors. Base salary is part of a broader compensation structure that may include an annual cash bonus and comprehensive benefits.

Work Arrangement

Hybrid

Team

Not specified

Other

This role is classified as non-exempt under the Fair Labor Standards Act.
The annualized base pay range for this position is expected to be between $68,000 and $70,000. Final compensation may vary depending on experience, subject matter expertise, geographic location, and individual skill set. Base pay is one element of a total rewards package, which may also include an annual cash bonus and a full suite of benefits.

Not specified