Analyst, Investment Performance
- 1-2 years of experience in investment analysis, or trust-investment related background, investments operations or transferable experience from a related field
- Be well versed in market trends as well as the financial concepts underlying return calculations for Equity, Fixed Income and Alternative asset classes.
- Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs.
- Knowledge generally acquired through an undergraduate degree program, related work experience or progress towards certifications such as the CIPM, CAIA, or CFA.
- Use of Microsoft Office tools, advanced Excel skills preferred.
- Exposure to Northern Trust or third party financial software is a plus.
- Strong organizational, written, and verbal client servicing skills.
- Excellent time management and multi-tasking skills.
- Progress towards certifications such as the CIPM or CFA is a plus.