What are the responsibilities and job description for the Jr. Investment Analyst position at Career Personnel Services?
We are seeking a motivated, analytical individual who is ready to launch a career in investments and asset management. This is an excellent opportunity for a recent or upcoming college graduate who wants to learn from experienced investment professionals and grow within the organization.
Previous investment experience is not required. We are looking for someone who is curious, takes initiative, enjoys figuring things out, and is eager to learn.
Responsibilities:
- Assist with financial, economic, market, and investment research
- Analyze financial data, fixed-income securities, and investment opportunities
- Help build and update financial models, forecasts, and Excel-based analysis
- Monitor interest rates, economic trends, and market activity
- Assist with investment reports, presentations, and committee materials
- Learn directly from senior investment professionals while gradually taking on greater responsibility
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Strong Excel skills and comfort working with numbers and data
- Analytical mindset with excellent attention to detail
- Self-starter who takes initiative rather than waiting to be told what to do
- Intellectual curiosity and a willingness to research, ask questions, and figure things out
- Strong communication skills and a genuine desire to learn and grow
Hybrid Schedule: Monday & Tuesday in office | Wednesday–Friday remote
A plus, but not required: Exposure to Bloomberg, Python, SQL, financial modeling, investments, or fixed-income coursework.
Pay: $78,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
Work Location: Hybrid remote in Birmingham, AL 35210
Salary : $78,000