Investment Analyst Responsibilities and Duties

Posted in Job Responsibilities

Involve in asset allocation studies such as capital markets research on asset classes.

Evaluate potential new investments and perform qualitative and quantitative analysis.

Review investments and prepare materials and Investment Committee proposals and presentations.

Track fundraising cycles for non-marketable investment managers.

Evaluate and monitor potential investment managers.

Analyze Greenfield projects, risk and strategic projects.

Support Investment Analysis Manager on tasks and projects.

Review internet news sites, prospectus fillings and industry publications.

Design internal contacts network with product development team.

Promote information flow to capture gathered intelligence from internal contacts.

Generate investment marketing material’s new ideas and concepts.

Research investment and economic market trends to create sales ideas and educational white papers.

Coordinate with equity group colleagues to counsel on equity investments’ structuring and valuation.

Engage in public debt issuance and review financial contracts.

Capture financial accounting system’s investment transfers.

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