Investment Analyst I
Posted on: 15 Jun 2022
Birmingham, AL
Job Description
Position Purpose:
The primary role of the Investment Analyst will be to support members of the Wealth Solutions Group investment team.
Primary Accountabilities/Responsibilities:
Assist with development of due diligence reviews of third-party investment products and strategies as well as WSG portfolios
Assist with research of underlying investment products and securities that might be used to construct WSG fund/ETF and US equity portfolios
Assist with routine reporting and analysis provided to other groups within SA Stone and third parties
Prepare regular reports for members of the investment team utilizing various financial applications and programs: Bloomberg, Morningstar, MPI
Monitor current economic topics and events as it relates to report preparation
Enter data as needed for client service and internal requests
Perform rebalancing and trading analysis for accounts
Prepare meeting materials for team members and clients
Pull appropriate data for review of various money managers according to due diligence requirements and complete current form for review and approval
Participate in various internal investment decision-making workgroups
Provide notes as needed for various internal and external meetings
Work collaboratively with other analysts and employees
Develop a keen knowledge of products, services, and technology available
Additional projects as needed to support financial advisors and their business
Maintain prompt and regular attendance.
This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.
Job Requirements:
4-year Undergraduate degree with studies focused on finance / economics preferred
Willingness to pursue graduate work and CFA designation preferred
Willingness to pursue needed registration exams
Ability to clearly communicate, meet deadlines, and grow within the role
Strong analytical skills, detail oriented, organized, and ability to prioritize
Work collaboratively with other members of the team
Proficiency in Excel, including use of various formulas, preferred
Enthusiastic, positive energy
Must be authorized to work in the US for any employer
Physical requirements/Working conditions:
Climate controlled office environment
Minimal physical requirements other than occasional light lifting of boxed materials
Dynamic, time-sensitive environment
INTL FCStone
New York, New York
INTL FCStone Inc. operates as a financial services company worldwide. The company's Commercial Hedging segment offers risk management consulting services related to agricultural and energy commodities, and base metal products listed on the London Metals Exchange. Its Global Payments segment provides payment solutions to banks and commercial businesses; and charities and non-governmental organizations, and government organizations.
The company’s Securities segment offers value-added solutions that facilitate cross-border trading in foreign securities, including unlisted American Depositary Receipts, Global Depository Receipts, and foreign ordinary shares. It also operates as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies. In addition, this segment originates, structures, and places debt instruments; trades in various international debt instruments; and offers asset management services.
The company’s Physical Commodities segment provides a range of trading and hedging services comprising over-the-counter (OTC) products for various producers, consumers, and investors. It also provides financing services to commercial commodity-related companies against physical inventories.
The company’s Clearing and Execution Services segment offers prime brokerage foreign exchange services for the financial institutions and professional traders; provides a range of OTC products, such as 24-hour a day execution of spot, forwards, and options, as well as non-deliverable forwards; and operates a proprietary foreign exchange desk that arbitrages the exchange-traded foreign exchange markets with the cash markets. The company was formerly known as International Assets Holding Corporation and changed its name to INTL FCStone Inc. in March 2011. INTL FCStone Inc. was founded in 1924 and is headquartered in New York City, New York.
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IndustryAccounting/Finance
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No. of Employees1,851
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Website
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Jobs Posted167
