Investment Analyst

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.

Requirements

• A Bachelor’s degree with very strong academic credentials and a record of achievement
• 2-5 years of relevant experience and progress towards the CFA are preferred
• Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
• Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
• Attention to detail combined with a solutions-oriented mindset
• Ability to write clearly and succinctly in a variety of communication settings
• Articulate with an interest in developing presentation skills
• Proactive with an ability to work both independently and in collaboration with a global team
• Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential
• Ability to organize, manage, and prioritize time well
• Grace under pressure with an ability to adapt to get things done

Benefits

• Retirement plan
• Health and wellbeing
• Dental
• Vision
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)