Investment Analyst

We are seeking a detail-oriented and analytical Investment Analyst to join this busy Cedar Rapids team. This role is ideal for professionals who excel at maintaining data quality, thrive in detail-intensive environments, and bring both technical and business analysis expertise to investment operations. This role offers a hybrid schedule.

Day-to-Day Responsibilities:

• Ensure quality data across multiple domains: Security, Analytics, Benchmarks, and Pricing for daily and monthly processes.
• Review and reconcile security holdings, analytics, and performance data to ensure consistency, accuracy, and logical outcomes.
• Move, format, and validate large data sets using Excel; Ability to make sense of large volumes of data
• Create or update securities, such as Corporate Bonds, by adhering strictly to procedures and templates—precision is critical.
• Follow standard operating procedures for all security updates, with attention to each unique instance and its nuances.
• Support ongoing process completion, maintaining a focus on meeting customer/client needs and ensuring all steps are properly documented.
• Apply technical skills and business understanding to monitor, improve, and guarantee data integrity within investment systems.
  

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Experience working with extensive data sets and advanced proficiency in Excel (formatting, data review, validation).
• Demonstrated accuracy and attention to detail, with a strong process orientation.
• Understanding of investment mechanics (e.g., differences between bonds, equities, and other securities) preferred.
• Ability to follow structured procedures and adapt to variations in workflow.
• Excellent communication skills and a collaborative team approach.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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