Financial Assistant supporting Bagaggio's treasury team in financial operations and improvements. Involves banking reconciliation and offering financial department support.
About the role
- Investment Analyst in the Manager Research Group conducting investment searches and market analysis. Engaging in team support, reporting, and fostering industry relationships in a hybrid work environment.
Responsibilities
- Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis.
- Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations.
- Compile quarterly updates from each investment firm and maintain an internal database.
- Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting.
- Assist with preparation of the Manager Research Investment Committee materials on monthly basis.
- Respond to ad-hoc requests from the firm’s relationship managers and specialists as well as other members of the team.
- Actively engage in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
Requirements
- Bachelor’s degree, preferably in economics or finance
- 0-2 years of work experience, at least one internship in financial services or a related field
- Passionate about investing; deep knowledge of financial markets
- Proficient in Microsoft Word, PowerPoint, and Excel
- Detail-oriented with the ability to effectively prioritize time and manage multiple tasks
- Strong written and oral communication skills
- Strong analytical and investigative skills
- Excellent client service orientation, responds to requests promptly
- Ability to interact with other team members on shared goals and objectives
- Ability and willingness to travel as needed.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Job title
Job type
Experience level
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Not specified
Degree requirement
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PC
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