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Robert Half · 1 week ago

Investment Trading Analyst

Minneapolis, MN

Full-time

Onsite

Entry Level

$70K/yr - $85K/yr

1+ years exp

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. The Investment Trading Analyst role involves supporting investment acquisition, assisting in trading desk operations, and collaborating with various business units in the financial services industry.

ConsultingHuman ResourcesRecruitingSecurity

No H1B

Responsibilities

Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades

Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL

Engage directly with trade partners to resolve data-related inquiries

Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency

Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions

Assist in research projects as per the requests of portfolio managers

Monitor the outcomes of investment strategies and make necessary adjustments

Collaborate with technology/data teams to ensure the accuracy of information and analysis

Regularly analyze portfolio return/risk

Handle all processes related to trade commencement to settlement

Qualification

Data analysisMicrosoft ExcelMySQLSQLInvestment strategiesFinancial analysisMultitaskingRisk managementCommunication skillsProblem-solvingAttention to detail

Required

Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)

1+ Years relevant work experience in Financial Services

Strong multitasking and prioritizing skills

Excellent communicative abilities

Comfortable working in a fast-paced environment

High analytical skills

Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools

A proactive attitude to developing new ideas and refining existing processes

Experience in credit and real estate

Familiarity with business intelligence tools such as Tableau and CAS

Progress towards investment-related certifications like CFA

Proficient in data analysis and data analytics to interpret complex financial information

Hands-on experience with data analysis tools, enhancing the ability to make informed decisions

Demonstrate proficiency in MySQL and SQL, facilitating efficient data management and analysis

Display advanced skills in Microsoft Excel, including the use of pivot tables, VLOOKUP, and other advanced functions

Able to interpret and analyze financial data and present it in a clear, concise manner

Show a strong understanding of investment strategies and trading mechanisms

Exhibit excellent verbal and written communication skills to effectively collaborate with team members and present findings to stakeholders

Demonstrate the ability to work under pressure and make quick decisions in a fast-paced environment

Display a strong understanding of market trends and the ability to forecast financial outcomes

Show a high level of attention to detail and accuracy in all work

Have the ability to multitask and prioritize tasks based on their urgency and importance

Possess excellent problem-solving skills and the ability to think critically

Show a strong understanding of risk management and compliance regulations in the financial industry

Preferred

Experience in credit and real estate

Familiarity with business intelligence tools such as Tableau and CAS

Progress towards investment-related certifications like CFA

Benefits

Medical, vision, dental, and life and disability insurance

401(k)

Company

Robert Half

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Founded in 1948

Menlo Park, California, USA

10001+ employees