Investment Analyst
Investment Analyst
L5
Occupations
Financial and Investment AnalystsFinancial Risk SpecialistsFinancial Quantitative AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInsurance Agencies and Brokerages- Working with data and reports from FIS IAS (EAS), State Street, BlackRock, and PAM (State Street)
- Reconciling open payable and receivable items
- Performing security-level investment analysis
- Assisting with annual reporting, including the Blue Book, MD&A, audited financial statements, and related requirements
- Our client is looking for:
- Strong kind of presence in AI – they use a lot of CoPilot – has knowledge or experience with Claude/GPTComfortable working with multiple investment management platforms – Blackrock
- General problem solving – ability to research
- Experience with Excel – working with large amounts of data.
Level
SeniorL5
Location
Evanston, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
14 days ago
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