Performs various analysis and reporting functions to include:
• Economic research
• Capital markets research
• Investment manager research
• Assist with loading of investment manager database
• Assist with loading of cash flow forecast
• Perform data analysis of manager performance and fees
• Perform data analysis of bank and merchant fees
• Assist with peer group review and analysis
• Assist with treasury related analysis
• Assist with portfolio structure analysis
• Assist with various finance/investment related projects
• Attend Investment Manager meetings and product summary notes
Required For All Jobs
Education/Expertise:
Pursuing Bachelors or pursuing Masters Degree (Required) Investment or Finance (Preferrably)
Special Skills & Equipment Knowledge:
Proficient PC skills, including MS Office products.
Familiar with operation of standard office equipment.
Working knowledge of internet search engines