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
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;

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