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Investment Analyst

Description

Ref ID: 04380-0010872428

Classification: Investment Analyst

Compensation: DOE

Fantastic Investment Analyst role in Downtown Dallas The primary responsibilities for the Investment Analyst are as follows: - Point of contact relating to logistics, i.e., schedule and manage quarterly calls/ updates with managers; track investment performance and internal compliance system; - Assist with managing the RFP (Request for Proposal) process; - Create, maintain and monitor analysis and models as they relate to managing investments, such as private equity, real estate, MLPs, performance objectives for investment managers, custody/ compliance; and cash management; - May attend meetings at offices with investment managers and new potential managers as they relate to our investment strategy. Responsibilities: ?Provide required investment related reporting and communication to the Deputy CIO; ?Monitor and report to Deputy CIO on the investment performance of external managers; ?Assist with special projects as needed, i.e., manager/ investment analysis; risk assessment; holdings analysis; ?Assist with due diligence research and analysis for potential investment opportunities and/or external strategies across various asset classes; ?Create, maintain, and monitor analysis and models as they relate to managing investments such as: private equity, real estate, and other alternatives; performance objectives for investment managers; custody/ compliance; and quarterly cash management; ?Communicate analysis of investment opportunities, results, and recommendations with the internal investment committee via verbal and written reports and communications as needed. The investment analyst role offers a comprehensive benefits package, a significant bonus and a pension that vests over time. If you are a self starter who is focused on detail and have a bachelors degree in finance or accounting with 1+ years of investment finance experience, please email your resume to [Click Here to Email Your Resumé] for consideration.

Requirements

Bachelors in Accounting or Finance 1+ years of Investment Analysis experience Bloomberg software

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

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.

© 2019 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-TX-Dallas
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-TX-Dallas
Recruiter
214-855-5070
214-922-9833
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-TX-Dallas
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04380-0010872428

Classification: Investment Analyst

Compensation: DOE

Fantastic Investment Analyst role in Downtown Dallas The primary responsibilities for the Investment Analyst are as follows: - Point of contact relating to logistics, i.e., schedule and manage quarterly calls/ updates with managers; track investment performance and internal compliance system; - Assist with managing the RFP (Request for Proposal) process; - Create, maintain and monitor analysis and models as they relate to managing investments, such as private equity, real estate, MLPs, performance objectives for investment managers, custody/ compliance; and cash management; - May attend meetings at offices with investment managers and new potential managers as they relate to our investment strategy. Responsibilities: ?Provide required investment related reporting and communication to the Deputy CIO; ?Monitor and report to Deputy CIO on the investment performance of external managers; ?Assist with special projects as needed, i.e., manager/ investment analysis; risk assessment; holdings analysis; ?Assist with due diligence research and analysis for potential investment opportunities and/or external strategies across various asset classes; ?Create, maintain, and monitor analysis and models as they relate to managing investments such as: private equity, real estate, and other alternatives; performance objectives for investment managers; custody/ compliance; and quarterly cash management; ?Communicate analysis of investment opportunities, results, and recommendations with the internal investment committee via verbal and written reports and communications as needed. The investment analyst role offers a comprehensive benefits package, a significant bonus and a pension that vests over time. If you are a self starter who is focused on detail and have a bachelors degree in finance or accounting with 1+ years of investment finance experience, please email your resume to [Click Here to Email Your Resumé] for consideration.

Requirements

Bachelors in Accounting or Finance 1+ years of Investment Analysis experience Bloomberg software

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

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.

© 2019 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