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Investment Research Analyst II Investment Research Analyst II
- Rockford, IL
Comprehensive benefits package
Job Summary The Investment Research Analyst II provides research and analysis in support of Savant's Investment Research Team.
Duties and Responsibilities The Investment Research Analyst II can expect to focus in the following areas:
Perform research and due diligence of asset classes and funds for potential inclusion in Savant investment strategies.
Develop new reporting to effectively communicate with advisors and clients.
Actively track current investment products.
Answer complex questions from advisors about various topics.
Review and analyze new products, new models, software, and vendors.
Support the Investment Committee with various projects to support development and review of model portfolios.
Attend client meetings to support advisors with technical or portfolio questions as required.
Maintain a working knowledge of the markets, Savant investment philosophy, and portfolio construction.
Conduct both routine and special research in support of Advisory Team and Planning Department.
Support advisor and client communication, including advisor weekly/monthly communication and other presentations.
Support portfolio management and trading by assisting with portfolio implementation, maintenance, and execution of basic trades.
Support specific and global client needs as well as marketing efforts and events.
Work with advisors to answer questions regarding portfolio implementation and client-specific portfolio issues.
Perform other duties as requested in support of the Investment Research Team.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of this position.
Qualifications The Investment Research Analyst II position typically requires the following qualifications:
Bachelor's degree in Finance, Accounting, or related field from an accredited university.
In process of obtaining CFA or CIMA designation
3-5 years proven success in the financial services industry.
Proven strength with Excel, Word, PowerPoint, Outlook, and Morningstar Direct.
Excellent written and verbal communication skills
Client first attitude
Self-starter, energetic, assertive
Team player, collaborative, able to work with and through others
Strong analytical and planning capabilities
Detail-oriented with a high degree of accuracy
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
Savant Capital Managementhttps://savantcapital.hirecentric.com
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