Senior Investment Analyst & Project Manager

Job Description

Role Overview We are seeking an experienced and highly skilled Senior Investment Analyst & Project Manager to join our dynamic team. This unique dual role combines investment analysis with project management, offering an exciting opportunity for professionals who want to leverage their financial expertise while leading key initiatives. Key Responsibilities Investment Analysis & Strategy Conduct in-depth research and analysis on investment options, including equities, fixed income, mutual funds, ETFs, and alternative investments. Prepare, review, and present investment research reports, financial models, and performance evaluations. Provide timely and accurate performance reports for corporate retirement plans and high-net-worth clients. Maintain and update investment models in Morningstar and other financial tools. Evaluate and monitor investment manager performance, ensuring alignment with fiduciary standards. Conduct due diligence on approved funds, making recommendations for adjustments when necessary. Project Management & Execution Oversee and track multiple projects, ensuring timely execution and successful completion. Establish project timelines, milestones, and deliverables, ensuring alignment with business objectives. Organize and prioritize tasks efficiently to optimize team productivity and performance. Ensure quality control in deliverables by reviewing and validating reports, financial models, and client presentations. Facilitate cross-functional communication to align teams, stakeholders, and clients on project goals and expectations. Identify bottlenecks and risks in workflows, implementing proactive solutions to mitigate them. Qualifications and Skills Required Must-Have: 8+ years of experience in investment analysis, portfolio management, or financial modeling. Bachelors or Masters degree in Finance, Economics, or a related field. CFA Level 1 completed (preferred MBA or CFA in progress). Strong proficiency in Microsoft Excel, Word, and investment tools (e.g., Morningstar Direct, Portfolio Center). Expertise in fund evaluation, financial modeling, and risk assessment. Excellent written and verbal communication skills for clear financial presentations. Ability to manage multiple projects, stakeholders, and tight deadlines. Preferred: Experience in U.S. regulatory frameworks and corporate retirement plans. Familiarity with Junxure, Portfolio Center, and other investment platforms.