Base: $73,000.00-$97,000.00; bonus/equity: not spe...
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Investment due diligence and research
Prepare and interpret investment reports
Engage with money management firms
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Plante & Moran, PLLC is seeking an Investment Analyst to support their investment consulting and due diligence efforts. The ideal candidate will possess a degree in finance or economics and have 1-4 years of relevant experience, with a focus on collaboration and analytical skills.
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Job Summary
Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
Collaborating with other team members to provide sound investment solutions for clients.
Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
Matching Summary
Match Score: 75
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Plante & Moran, PLLC is seeking an Investment Analyst to support their investment consulting and due diligence efforts. The ideal candidate will possess a degree in finance or economics and have 1-4 years of relevant experience, with a focus on collaboration and analytical skills.
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Salary
Base: $73,000.00-$97,000.00; Bonus/Equity: Not specified; Benefits: Health, dental, vision, disability, life insurance, 401(k), flexible time off, pension plan
Skills & Requirements
Must-have
Investment due diligence and research
Prepare and interpret investment reports
Engage with money management firms
Develop research materials for committees
Analyze capital market conditions
Nice-to-have
Collaborate with team members
Passion for learning
Deep interest in capital markets
Key Requirements
Bachelor's degree in finance, economics, or related field