Investment Analyst jobs in United States
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Atlanta Consulting Group ยท 1 day ago

Investment Analyst

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

Atlanta Consulting Group (ACG) is an independent, employee-owned boutique consulting firm providing investment advice to a diverse range of clients. The Investment Analyst will support the research team in various analytical tasks to assist investment consultants, contributing to the preparation of client reports and investment strategies.

Business DevelopmentConsultingFinancial Services

Responsibilities

Assist research team to perform ongoing due diligence and investment manager searches across traditional and alternative asset classes
Performance monitoring and analysis of investment strategies
Asset Allocation modeling and Asset/Liability studies
Developing client Investment Policy Statements
Researching and preparing client education presentations
Retirement Income Planning analysis
Tax mitigation and tax efficiency analysis
Estate and wealth transfer analysis
Life Insurance and lending strategy analysis
Assisting in the completion of new business RFPs

Qualification

Investment analysisAsset allocation modelingFinancial services experienceCFA certificationInvestment manager databasesAnalytical skillsProactive attitudeCommunication skillsProblem-solvingTeamwork

Required

2-8 years of experience in financial services
Strong analytical skills and attention to detail required
Excellent communication (oral and written) skills
Proactive and self-motivated with eagerness to learn
Takes pride and ownership of assigned work without missing deadlines
Ability to manage multiple projects and adapt to changing priorities
Has desire and creativity to solve complex problems
Contributes to success of firm through team work and assisting other analysts
Current understanding (or proven desire to learn) of capital markets, economics, portfolio construction, statistical concepts, and investments

Preferred

Bachelor's degree in Finance, Accounting, Economics, Business or related field is preferred
Experience with investment manager databases
Completion of or progress towards CFA, CFP or CAIA is a plus but not required

Company

Atlanta Consulting Group

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Atlanta Consulting Group is a provider of investment insights to institutional clients and family offices.
dateFounded in 1985
location
Atlanta, Georgia, USA
people-size11-50 employees
web-link
https://www.theatlantaconsultinggroup.com/

Funding

Current Stage
Early Stage

Leadership Team

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Gary Schafer
Partner
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Kurt Hennek
Partner, Consultant
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Company data provided by crunchbase