💼 Investment Analyst
- Company
- Claire Myers Consulting
- Location
- Larimer County, CO
- Date posted
- 2025-01-20
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- Our client, a respected wealth management firm in Colorado with $120 million in AUM and a strong base of retainer clients, is seeking an Investment Analyst. This role will focus on investment research, portfolio analysis, and supporting the firm’s investment strategies. The ideal candidate is detail-oriented, analytical, and eager to contribute to a collaborative team. Key Responsibilities Operations: execute trades across client accounts, monitor investment platforms, manage cash needs,...See full description
- Important Skills Hard skillsSoft Skills
- Financial analysis Investment research Quantitative analysis Data analysis Financial modeling Portfolio management Valuation Risk assessment Market research Excel Analytical thinking Attention to detail Problem-solving Communication Time management
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