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Investment Analyst

Description

Ref ID: 00850-0011611031

Classification: Investment Analyst

Compensation: $38000.00 to $45000.00 yearly

The Investment Analyst position provides quarterly performance and monthly update reports on the assigned list of clients. The Investment Analyst will handle client assignments, and is expected to fulfill the direct accountabilities of the position. Direct Accountabilities: - Responsible for providing timely and accurate performance reports for assigned clients - includes gathering and entering monthly Custodian data for each portfolio - Ensuring the accurate and timely input of bank statement data and/or flowing data from Custodian - Calculating returns - Problem-solving return differences and reconciling returns with the managers - Generating quarterly summary and monthly updates - Responsible for meeting all deadlines for completion of performance and monthly update reports. Meeting all deadlines is a must - there will be times when the work schedule will dictate the need for working more than the normal 40-hour workweek. For confidential consideration, please apply directly or send your resume via email to [Click Here to Email Your Resumé] - Bachelor of Finance or Economics - Ability to work in a dynamic and changing environment - Candidate must possess first-rate analytical, quantitative and social skills - Strong organizational, written, and verbal communication skills - Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges For confidential consideration, please apply directly or email [Click Here to Email Your Resumé].

Requirements

- Bachelor of Finance or Economics - Ability to work in a dynamic and changing environment - Candidate must possess first-rate analytical, quantitative and social skills - Strong organizational, written and verbal communication skills - Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-GA-Savannah
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-GA-Savannah
Recruiter
912- 201-2810
912- 201-2814
Snapshot
Robert Half
Company:
US-GA-Savannah
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 00850-0011611031

Classification: Investment Analyst

Compensation: $38000.00 to $45000.00 yearly

The Investment Analyst position provides quarterly performance and monthly update reports on the assigned list of clients. The Investment Analyst will handle client assignments, and is expected to fulfill the direct accountabilities of the position. Direct Accountabilities: - Responsible for providing timely and accurate performance reports for assigned clients - includes gathering and entering monthly Custodian data for each portfolio - Ensuring the accurate and timely input of bank statement data and/or flowing data from Custodian - Calculating returns - Problem-solving return differences and reconciling returns with the managers - Generating quarterly summary and monthly updates - Responsible for meeting all deadlines for completion of performance and monthly update reports. Meeting all deadlines is a must - there will be times when the work schedule will dictate the need for working more than the normal 40-hour workweek. For confidential consideration, please apply directly or send your resume via email to [Click Here to Email Your Resumé] - Bachelor of Finance or Economics - Ability to work in a dynamic and changing environment - Candidate must possess first-rate analytical, quantitative and social skills - Strong organizational, written, and verbal communication skills - Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges For confidential consideration, please apply directly or email [Click Here to Email Your Resumé].

Requirements

- Bachelor of Finance or Economics - Ability to work in a dynamic and changing environment - Candidate must possess first-rate analytical, quantitative and social skills - Strong organizational, written and verbal communication skills - Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Investment Analyst Apply now