Investment Analyst | Charlotte, North Carolina

Reference Number: KL6712
Location: Charlotte, North Carolina

Judson Group has been retained by a very well respected, growing wealth management firm 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:

  • Participate in investment research, due diligence, risk management, and portfolio monitoring.
  • Responsible for daily trading for model portfolios and rebalancing client accounts.
  • Produce monthly performance reports for all mutual fund portfolios.
  • Create and maintain quarterly due diligence reports for all funds in model portfolios.
  • Assist CIO in running bi-weekly Investment Committee meetings.

Requirements:

  • BA/BS Degree required; advanced degree preferred.
  • CFA designation required.
  • 3+ years of portfolio analyst/investment analyst experience.
  • Understanding and working knowledge of investment strategies and able to articulate them to clients.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced environment.

Compensation:
Competitive compensation, bonus, and benefits package

Location:
Charlotte, North Carolina

Reference Number: KL6712

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