Miracle Mile Advisors · 2 days ago

Investment Analyst

Greater Chicago Area

Full-time

Onsite

Entry Level

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Responsibilities

Coordinate alternative/private investment research agenda. Track new ideas through the research process.

Serve as a member of the private and alternative investment research team; conduct initial due diligence screening new ideas.

Participate in due diligence meetings and conduct additional analysis as directed.

Support the maintenance and updating of due diligence documentation for liquid alternative and private investments.

Provide operational support for private investments: Support any needs around subscription documents, redemption requests. Track and communicate K-1/1099 tax reporting. Maintain private investments in performance reporting and trading systems. Serve as subject matter expert around operational process and requirements of recommended private investments.

Manage relationships with private investment platform providers.

Serve as point person on Delaware Statutory Trusts/1031 exchange funds solutions and offerings.

Oversee internal communication and publication of Investment Strategy Group content

Write up and maintain Weekly ISG meeting minutes.

Support research process in traditional asset classes, including updating select ETF due diligence reports

Prepare regular and ad hoc reporting for the CIO and Investment Strategy Group

Qualification

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FinanceAccountingEconomicsChartered Financial AnalysisChartered Alternative Investment Analyst