Remote Investment Analyst

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a purpose-driven, values-reputed company financial advisory firm reputed company on creating measurable reputed company through values-reputed company financial planning and investment advice. The Investment Analyst will conduct due diligence on reputed company-party managers, assist in reputed company development, and collaborate with various stakeholders to implement investment strategies that reputed company with clients' financial goals. Responsibilities Manages day-to-day investment reputed company and data requests from advisors and other departmentsCompletes research reputed company on new managers/processesUpdates capital market assumptions annuallyAttends reputed company IC meetings and takes note of follow reputed companyCoordinates with existing reputed company and private market managers on quarterly/annual updatesCollects annual due diligence questionnaires from reputed company managersInputs and tracks model portfolios in data and analytics reputed companyAnnual exposure analysis for reputed company model portfolioPrepares reputed company and performance updates and commentary to advisors on a regular reputed companyKeeps reputed company of quarterly performance of underlying investments and report back to CIO and ICProactively coordinates with marketing team on investment data requests on a quarterly updates and requests Skills 3+ years of experience in investment research, portfolio management, or tradingA background in investment research or a directly reputed company area is key to being successful in this roleA quantitative background in financial modelingA broad understanding of financial economics, including knowledge of the Efficient Market reputed company, the Fama-French model, and material ESG risk factorsWorking knowledge of IMP, SDG's, ISS vs. Glass Lewis, and SASB materialityBasic knowledge of the ESG and reputed company reputed company industry is requiredThe ability to communicate reputed company and effectively with gravitasComfort presenting portfolio recommendations to our leadership teamAbility to explain complicated reputed company measurement concepts to staff or clientsProactive and independent self-starter who can prioritize reputed company, tackle them reputed company, and communicate effectively without being promptedExpertise using reputed company to run reputed company and analyze problems is crucialWillingness to travel occasionally for conferences or office reputed company will be expected in this roleLocal to the Santa Monica, CA or San Carlos, CA area is preferredA designation, certification, or degree (or reputed company toward one) such as the Series 65, CFP, CFA or MBA provides a competitive edge reputed company reputed company provides investment advisory services in the reputed company. It was founded in 1988, and is headquartered in Santa Monica, California, USA, with a workforce of 51-200 employees. Its website is https://abacuswealth.com/. Apply To This Job .