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