Investment Analyst | Hybrid - LHH : Job Details

LHH Recruitment Solutions (pka Parker+Lynch) is working with a well-established privately owned investment management company looking for a Sr. Analyst. This role is open due to growth and a retirement and will report to the head of investments for the firm. This role will have great room for growth and will be joining a tenured team with the ability to give great support. Ideally, this person has their level 1 CFA and comes from some type of investment management/financial services firm.

Responsibilities:

• Asset Allocation and Diversification Recommendation
• Broad Market Observation and Research
• Investment Due Diligence
• Strategy Reviews and Creation
• Financial Adviser Discussions
• Stock, Mutual Fund, and ETF Investment Research
• Compliance Reviews
• Hitting Reporting Deadlines

Requirements:

• Bachelor's degree in finance or related business degree
• 2+ years' financial analyst experience
• CFA level 1 or higher
• Software experience with Excel and a research platform like Bloomberg

Benefits:

• Hybrid WFH
• Discretionary flat annual and % bonuses
• Health, vision, dental insurance
• Tuition/education/conference reimbursement
• 401(k) with great company match
• Gym and Childcare

If you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions (pka Parker + Lynch), please email Kyle Cheverko at [email protected], or visit our website at www.lhh.com

Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit www.lhh.com. The Company will consider qualified applicants with arrest and conviction records.