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INVESTMENT ANALYST

Company: Atrium Staffing
Location: Hoboken
Posted on: September 12, 2020

Job Description:

JOB FUNCTION: Finance & Accounting

JOB TYPE: Direct Hire

LOCATION: Hoboken, NJ

COMPENSATION:

MINIMUM EDUCATION:

POSTED: Aug 10, 2020

Our client is in the Financial Services Technology industry. They are seeking a Investment Analyst  to join their team.

Salary/Hourly Rate: Depending on experience

Position Overview: The Investment Analyst will be a part of a best-in-class Client Service team. They will be servicing the organizations’ clients and prospects, mainly in the private equity space. This role will start remotely but will eventually be full time in Hoboken (with some work from home days).

Responsibilities of the Investment Analyst: Build strong client relationships by providing product support through e-mail, phone and in-person

Have an understanding and/or desire to learn about the investment and private equity space in order to provide functional support with investment reporting, calculations and analytics

Proactively assist in solving client and prospect inquiries and ensure documentation

Facilitate Webex trainings for existing and new clients

Qualifications of the Investment Analyst: 2+ years experience in either an investment support or client service role within financial services is a huge plus

Passion for the technology space and strong client facing and analytical skills

Education Requirements: Bachelor’s Degree in Finance, Economics, or equivalent

CFA or CAIA is a big plus- company encourages these certifications and offers reimbursement for candidates that take the courses

Keywords: Atrium Staffing, Hoboken , INVESTMENT ANALYST, Other , Hoboken, New Jersey

Click here to apply!

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