Investment Analyst

Join us.Your role.Your Work Will Include, But Not Be Limited ToConducting 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.The qualification.Bachelor’s degree in finance, economics, or related field required1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry requiredProgress toward, or intent to pursue, the CFA designationDetail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skillsPassion for learning and deep interest in the capital markets, economy, and investingProficiency in Microsoft Office applications, including ExcelExperience with Morningstar and/or Bloomberg is a plusThis is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.What makes us different?On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.