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Investment Research Analyst Jobs

Analyst, Investment Research Jobs
By Invesco US At Houston, TX, United States
Works with portfolio management team to assess securities within investment objectives and fund restrictions for the retail and institutional portfolios
Follow, update, and incorporate academic research into the portfolio management and asset allocation process
Design and maintain procedures and tools that make data management and investment research more efficient
Experience in strategic / tactical asset allocation analysis at a reputable retail/institutional investment firm is a plus
Strong programming skills in R or Python
Experience in working with large data to perform statistical and quantitative analysis
Investment Research Analyst Jobs
By JNBA Financial Advisors At Bloomington, MN, United States
• How many years of wealth management experience do you have?
• Outstanding communication skills, both verbal and written
• What is the highest level of education you have completed?
• Must obtain Series 65 license within six months of start date to become Investment Advisor Representative
• Willingness to pursue CFA, CIPM, CAIA, CMT or similar designation
• A strong desire to learn JNBA’s tools and processes
Investment Research & Trading Associate
By Rockefeller Capital Management At Atlanta, GA, United States
Assist the Head of Asset Management on projects to advance the Asset Management business’ capabilities over time.
Offering trading related input to position selection and management
Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management
Maintain high standard of communication across the Asset Management, Relationship Management and Service & Operations teams.
0-5 years of research & financial analysis experience in the investment field covering various industries and companies
Strong skills in working with investment-related data services including Bloomberg & FactSet
2024 Corporate & Investment Bank Markets Full-Time Analyst Program - Research
By JPMorgan Chase & Co At , New York, Ny $100,000 - $110,000 a year
Advising internal and external clients, corporates and management teams
Experience with three-statement modeling, forecasting, and valuation
Strong organizational skills and ability to meet deadlines in a dynamic environment
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
Modeling financial statements and industry dynamics
Writing research notes, sector pieces, industry and market overviews
Student Investment Research Analyst
By Phi Fiscal At New York, United States
Currently enrolled in high school or college with a major in finance or economics
Strong analytical and critical thinking skills
Knowledge accessing SEC EDGAR/10-Ks preferred
Conduct thorough research on assigned companies, industries, and market trends
Analyze financial statements, industry reports, and economic data
Create 2-4 page reports summarizing research findings
2024 Corporate & Investment Bank - Markets Summer Analyst Program - Research
By JPMorgan Chase & Co. At New York, NY, United States
Proven analytical skills, experience with quantitative and data analysis
Strong organizational skills and ability to meet deadlines in a dynamic environment
Excellent verbal and written communication skills.
Confidence and initiative to take on responsibility and manage your own projects.
Genuine interest in financial markets and economic data and trends
Ability to multi-task and collaborate within a team environment
Student Investment Research Analyst
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
2024 Corporate & Investment Bank Markets Full-Time Analyst Program - Research
By JPMorgan Chase & Co. At New York, NY, United States
Advising internal and external clients, corporates and management teams
Experience with three-statement modeling, forecasting, and valuation
Strong organizational skills and ability to meet deadlines in a dynamic environment
Modeling financial statements and industry dynamics
Writing research notes, sector pieces, industry and market overviews
Genuine interest in financial markets and economic data and trends
Regional Research Associate - Cbre Investment Management
By CBRE Investment Management At Boston, MA, United States
You have excellent written and verbal communication skills.
You have strong analytical and quantitative skills to comprehend and interpret data.
You have strong Excel and Power Point skills.
Responsible for the preparation and production of project/client presentations and reports.
Participates in the writing of a periodic set of publications that communicate the house view to external clients
Participates in the firm’s semi-annual market forecasting and houseview visioning sessions
Investment Research Analyst-Industrials Sector
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
Investment Research Analyst Jobs
By Research Apex Consultancy At United States
·Pitch stocks to cover to Management.
·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.
·Knowledge of SEC Edgar database preferred.
·Have previous experience with Excel and Google Sheets.
·Interest and experience in learning Financial Modeling.
·Strong oral and written communication skills.
Wealth Management - Investment & Research Team - Investment Governance Associate
By JPMorgan Chase & Co. At New York, NY, United States
Industry experience, preferably in investment or asset management
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
Investment Research Lead Jobs
By Citi At Stamford, CT, United States
6-10 years of direct experience in the asset management industry, preferably in an investment research role
Collaborate with CIM’s portfolio management team and recommend attractive investment opportunities based upon our investment process
Attend sell side conferences and corporate management meetings
Generate content to communicate research to other analysts and portfolio managers
Strong written and verbal communication skills, analytical skills and technical insight
Conduct and maintain research on companies/industries
Associate Investment Research Analyst
By Orion Advisor Solutions At , Omaha, Ne $53,633 - $78,768 a year
Knowledge of risk measurement and management techniques within securities markets.
Knowledge of concepts, practices and procedures relating to investment management.
Creates reports and charts with market/economic data via various sources and produces accompanying commentary to portfolio management team.
Present summarization of risk analysis to various levels of management.
Knowledge of investment products such as mutual funds and ETFs, both active and passive.
Financial skill set including modeling and valuation.
Investment Research Analyst (Ap23)
By Harbor Capital Advisors At , Chicago, Il Up to $83,262 a year
Due Diligence: supports the Senior Analysts and Research Directors in preparation of analyses on prospective subadvisors and underwriting of current subadvisors.
Performance Measurement Tools: utilizes analytical and performance measurement tools to prepare portfolios relative to market indices and relevant peer group.
Will work in Chicago, Illinois
1) Business Intelligence and Data Analysis Software: Tableau, RStudio
2) Financial Analysis Software: Bloomberg
3) Microsoft Office Suite: PowerPoint, SharePoint, Excel, Outlook, and Word
Real Assets Investment Research Associate
By Selby Jennings At San Diego, CA, United States
Bachelor’s Degree in finance, economics, business, or another related field
Strong analytical insight and spreadsheet modelling skills
Identifying and assessing investment opportunities in real assets globally, including infrastructure and natural resources
Performing comprehensive due diligence, including detailed track record analysis
Writing detailed investment memorandums for consideration by the Investment Committee
Monitoring market trends, industry developments, and macro developments of relevance
Director Of Investment Research
By Carriage Services At Greater Houston, United States
∙ Support Chief Financial Officer with management of Carriage's SEC registered investment advisory (RIA) subsidiary;
∙ Prepare reports for executive management, Board of Directors and SEC financial reporting.
∙Bachelor’s degree in Finance, Accounting, or other business-related field; MBA or CFA preferred;
∙7+ years’ experience in securities or credit analysis within a financial institution or an investment company
∙Knowledge of financial statements, credit documents and SEC reports; ability to analyze financial models;
∙Experience working with Bloomberg terminal;
Investment Research Analyst – Finance Firm!
By J.R. Berry Search Group, Inc. At Los Angeles, CA, United States
Conduct heavy research and aggregate data using the firm’s CRM system
Create industry specific market maps and present findings to the team
Handle report building and analytics
Prepare marketing materials and help to secure meetings
Assist with projects and other tasks as requested
Apply today if you meet the criteria above.
Senior Investment Research Analyst
By Navigate Ventures At United States
- Bachelor’s degree or equivalent experience in Finance, Economics, Data Science, Engineering, Computer Science, or Business preferred
- Conduct preliminary qualification calls with potential investment prospects
- Support and prepare the necessary documentation for financial reporting and external audits with the Finance Team
- 1 – 2 years prior work experience preferably in Business Acquisitions or investment banking environment.
- Experience with financing instruments and financial modeling
- Strong interpersonal skills and ability to work well in a small team

Are you looking for an exciting opportunity to use your financial analysis skills to help shape the future of investments? We are looking for an Investment Research Analyst to join our team and help us make informed decisions about our investments. You will be responsible for researching and analyzing financial data, developing investment strategies, and providing recommendations to our team. If you are a motivated self-starter with a passion for financial analysis, this could be the perfect job for you!

Overview An Investment Research Analyst is a professional who is responsible for researching and analyzing investments in order to provide advice and recommendations to clients. They are responsible for researching and analyzing financial markets, stocks, bonds, commodities, and other investments. They must be able to interpret financial data and make informed decisions based on their research. Detailed Job Description An Investment Research Analyst is responsible for researching and analyzing investments in order to provide advice and recommendations to clients. They must be able to interpret financial data and make informed decisions based on their research. They must be able to identify trends in the market and make predictions about future performance. They must be able to evaluate the risk and return of different investments and recommend the best options for their clients. They must be able to communicate their findings and recommendations to clients in a clear and concise manner. Job Skills Required
• Knowledge of financial markets, stocks, bonds, commodities, and other investments
• Ability to interpret financial data and make informed decisions
• Ability to identify trends in the market and make predictions about future performance
• Ability to evaluate the risk and return of different investments
• Ability to communicate findings and recommendations to clients in a clear and concise manner
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills
• Attention to detail
• Excellent organizational and time management skills
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in the financial services industry
• Professional certifications such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)
Job Knowledge
• Knowledge of financial markets, stocks, bonds, commodities, and other investments
• Knowledge of financial analysis and investment strategies
• Knowledge of financial regulations and laws
• Knowledge of risk management and portfolio management
Job Experience
• Previous experience in the financial services industry
• Previous experience in investment research
• Previous experience in financial analysis
Job Responsibilities
• Research and analyze investments in order to provide advice and recommendations to clients
• Interpret financial data and make informed decisions
• Identify trends in the market and make predictions about future performance
• Evaluate the risk and return of different investments
• Communicate findings and recommendations to clients in a clear and concise manner
• Monitor the performance of investments and make adjustments as needed
• Prepare reports and