What are the responsibilities and job description for the Investment Analyst position at Prime Capital Financial?
Position Overview
Prime Capital Financial presently has a eleven person investment and trading team responsible for managing or advising on over $40B of client assets across a variety of strategies, asset classes, and portfolios. In anticipation of continued rapid AUM growth, investment product development, and investment process scaling, the team is seeking to hire an additional investment analyst for our portfolio management unit. The investment analyst would become an integral member of a high-performing team and support several critical investment analysis and portfolio management activities.
Duties and Responsibilities
The Investment analyst will be instrumental in scaling the delivery and management of customized investment solutions for our Wealth Management and Retirement advisors. This will involve developing efficient and repeatable research processes across qualitative and quantitative areas, including market, economic, sector, company, fund, and manager analysis. Portfolio management responsibilities may be an element of this role depending on candidate experience and capabilities. Additionally, the analyst will collaborate with the investment team and advisors to standardize and systematize the creation of investment recommendations and strategies tailored to specific client needs while delivering ongoing to the firm’s nearly 200 advisors.
Personal Competencies & Attributes
- Bachelor’s Degree in finance, accounting, or economics
- Strong personal interest in financial markets and investing
- Excellent verbal and written communication skills
- High quality of work standards and attention to detail
- Strong work ethic, internal motivation, and ability to learn new skills and competencies
- Experience with Microsoft Excel and Microsoft PowerPoint
Compensation
A competitive compensation package will be provided, including:
- Strong Base Compensation
- Competitive Variable Compensation
- Competitive Benefits Package
The compensation plan details will be custom-designed to meet the needs and experiences of qualified and interested candidates.