Investment Analyst | Philadelphia, Pennsylvania

Reference Number: DW6896
Location: Philadelphia, Pennsylvania

Judson Group has partnered with an independent, privately-held wealth management firm with an excess of $2B AUM in the search for an Investment Analyst. This individual will work closely with the firm’s CIO to provide tailored investment management solutions to their HNW clients. The ideal candidate will have experience with investment strategy, research, and implementation.

Responsibilities:

  • Support the oversight of a multi-asset class, multi-manager investment program.
  • Participate in investment research, due diligence, risk management, and portfolio monitoring.
  • Develop investment and asset allocation models.
  • Perform periodic trading responsibilities.
  • Participate in investment committee meetings.
  • Maintain continuous improvement to ensure all levels of system, process and analytical support is exceeding performance expectations.

Requirements:

  • BA/BS Degree; advanced degree and/or CFA/CAIA/CIMA strongly preferred.
  • 5+ years of experience with an endowment, foundation, pension, investment consulting/management firm, family office, or RIA.
  • Experience with research tools such as Morningstar Direct and Tamarac.
  • Strong working knowledge of investment concepts such as asset allocation and investment manager selection.
  • Strong Microsoft Excel skills.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive compensation and benefits package

Location: Philadelphia, Pennsylvania

Reference Number: DW6896

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