Manager of Financial Planning & Analysis at Delta - Q Technologies supporting revenue and margin analysis. Leading complex modeling and actionable recommendations for performance improvement in a hybrid work environment.
About the role
- Investment Analyst developing and overseeing programs for investment management. Responsible for analytics and reporting to the Investment Committee in financial services.
Responsibilities
- The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es).
- Perform monthly fund performance grid creation and quarterly scorecard analysis.
- Coordinate and drive due diligence reviews on investment managers in the various offerings.
- Understand fund attribution, strategy changes and any management changes for offerings.
- Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
- Monitor industry fee levels.
- Ensure compliance with all Investment Policy Statement requirements.
- Assist with other tasks and projects as assigned.
Requirements
- Bachelor’s degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
- A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
- Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
- Experience with analysis and support of 3(38) offerings preferred
- Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
- Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
- Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.
- Strong work ethic within a flexible working environment.
- Excellent verbal and written communication skills.
- Must be results oriented with the ability to move fast to meet client needs.
Benefits
- Health insurance
- Flexible work arrangements
- 401(k) matching
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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