Job Description
POSITION OVERVIEW At Kovitz in our Pittsburgh, PA office we are seeking a Junior Investment Analyst to provide operational support to the company’s Portfolio Managers, Wealth Advisors, and Investment Services group. The primary responsibility of the position will be the implementation of investment strategies, as directed by the Portfolio Managers, utilizing the firm’s portfolio management system, as well as other tasks performed in support of the firm’s portfolio managers and investment services function.
JOB RESPONSIBILITIES:
~2 - 4 years of experience in a financial services operationally focused role
~ Maintaining client accounts within Redblack Trading® too, including model assignments, restrictions, cash reserves, etc.
~ Preparing and inputting trade orders according to portfolio guidelines.
~ Implementing model changes.
~ Investing and raising excess cash as required by financial counselors or clients.
~ Placing and managing trades with brokers and custodians.
~ Settling and reconciling equity, mutual fund, and fixed-income trades.
~ Assisting and supporting Investment Management group as needed.
SKILLS & EXPERIENCE:
~ Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience.
~2+ years of relevant work experience.
~ Strong oral/written communication skills.
~ Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
~ Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios.
~ Dedication to working in a team-based environment.
~ Computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology.
PREFERRED SKILLS & EXPERIENCE:
Advanced Proficiency in Excel
Intermediate Proficiency in Bloomberg
Basic Proficiency with Morningstar Direct
Prior experience with Redblack Trading® and Orion Reporting®.
ADDITIONAL ROLE INFORMATION
Job Type: Full-Time
Compensation Structure: Base Salary + Bonus
Number of Direct Reports: n/a
Location: Pittsburgh, PA
Job Tags
Full time, Work experience placement,
Similar Jobs
A-Nu Virtual Solutions, LLC
...Were hiring Customer Service Associates who want to work from home and make a difference. This entry-level-friendly role is perfect... ...Work-from-anywhere policy Flexible schedules Supportive virtual team environment Paid training and weekly pay options...
Southern Medical Recruiters
Health Information Management Director, HIM, RHIT, RHIASouthern Medical Recruiters is a healthcare/hospital recruitment organization with hospital clients nationwide, seeking the best in healthcare talent.Qualifications:Strong hospital experience as a CEO, CNO, COO...
Delta-T Group Inc.
..., Phoenix, AZ 85020 About Us: Each Delta-T Group office is separately incorporated. Delta-T Group is a referral service for self-employed independent contractors seeking behavioral healthcare education and social service supplemental marketplace opportunities. Delta...
Philmont Country Club
We are seeking a dedicated and detail-oriented Cleaner to join our team. The ideal candidate will be responsible for maintaining cleanliness and sanitation in various environments, including residential and commercial spaces. This role requires a strong commitment to providing...
Community Care Physicians
...Job Description Description\n LabCare Latham is seeking a licensed Medical Technologist to join our dynamic lab team. The ideal candidate will perform a variety of laboratory test and procedures in accordance with established protocols and quality standards. This...