The role involves conducting investment due diligence on various asset classes including mutual funds, ETFs, and alternative investments
Job Summary
The role involves conducting investment due diligence on various asset classes including mutual funds, ETFs, and alternative investments.
Plante Moran offers a robust benefits package including health insurance, 401(k) plans, and flexible time off.
The company fosters a 'we-care' culture recognized as one of Fortune Magazine's '100 Best Companies to Work For'.
Matching Summary
The role involves conducting investment due diligence on various asset classes including mutual funds, ETFs, and alternative investments.
Salary
Base: $73,000.00-$97,000.00; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), Flexible Time Off
Skills & Requirements
Must-have
Bachelor's degree in finance or economics
1-4 years experience in investment consulting
Strong analytical and problem-solving skills
Proficiency in Microsoft Office applications
Nice-to-have
Progress toward CFA designation
Experience with Morningstar or Bloomberg
Passion for capital markets and economy
Detail-oriented leadership style
Key Requirements
Bachelor's degree required
1-4 years of relevant experience
Legal authorization to work in the US without sponsorship
Intent to pursue CFA designation preferred
Work Rights
Must be legally authorized to work in the United States without sponsorship