Title: Investment Management/Client Relations
INVESTMENT ANALYST, INSTITUTIONAL CLIENT SERVICES GROUP
Beacon Pointe Advisors - Newport Beach
Beacon Pointe Advisors is in search of the right candidate to join our Institutional Services Team in the role of Investment Analyst. The team at Beacon Pointe embody a strong and ethical -oriented culture, where growth is encouraged and creativity fostered. The environment is entrepreneurial in nature, and the role of Investment Analyst is a foundation within the organization.
The ideal candidate will have an educational and professional background in financial services. The Investment Analyst role includes having responsibilities for servicing a set of specific clients, supporting the efforts of the senior consulting team. Typical duties of the Investment Analyst include compiling quarterly client performance measurement reports, conducting investment manager analysis and review, performing asset allocation studies, and ongoing portfolio oversight responsibilities. The Investment Analyst position represents a hybrid between research-driven portfolio analytics and client servicing responsibilities. Candidate must be a motivated self-starter, quick study, and be able to function well in an often hectic environment. Candidate will need to have a solid ability to prioritize their workload and adhere to strict deadlines. Strong communication skills and ability to multi-task are essential. Proficiency in Microsoft Office applications is a must.
If you are interested in working in a fast-paced environment, in a dynamic role within a growing, entrepreneurial investment firm as an Investment Analyst, please contact us at info@. We look forward to reviewing your credentials and learning why you would be the perfect fit for this position.
Please no phone calls.
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