Investment Analyst

Plante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive work culture. The Investment Analyst will conduct investment due diligence, collaborate with team members to provide investment solutions, and prepare reports on investment portfolios and strategies.

Responsibilities

• Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
• Collaborating with other team members to provide sound investment solutions for clients
• Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies
• Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities
• Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions
• Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets

Skills

• Bachelor's degree in finance, economics, or related field required
• 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
• Progress toward, or intent to pursue, the CFA designation
• Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
• Passion for learning and deep interest in the capital markets, economy, and investing
• Proficiency in Microsoft Office applications, including Excel
• Experience with Morningstar and/or Bloomberg is a plus

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off
• Various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense
• Lodging, and meal reimbursement for business-related use
• A pension plan is also available for eligible administrative and paraprofessional staff
• A discretionary bonus plan is available for eligible staff
• Some contingent staff positions the option to elect health insurance in addition to limited paid sick time

Company Overview