Senior Analyst-Family Office Jobs
By Spectrum Search Group At Dallas-Fort Worth Metroplex, United States
2+ years of experience in finance, investment management, or in a related field.
Monitor activities of existing investments/managers and their adherence to investment policies.
Schedule, participate in, and take notes on quarterly investment manager conference calls.
Perform the screening and analytical portions of the manager search process.
Bachelor's degree in Finance, Economics, or Accounting
Experience with Solovis, Bloomberg, Factset, Capital IQ, Pitchbook, Morningstar desired.