Description

Senior Investment Analyst

Atlanta Consulting Group (“ACG”) is an independent, employee-owned boutique consulting firm that provides comprehensive investment advice to high-net-worth individuals and institutional clients such as corporate retirement plans (Defined Benefit & Defined Contribution), endowments, foundations, and hospital systems. We are looking to add a motivated and driven individual, who is interested in being part of our growing team.

The Senior Investment Analyst is an essential role within ACG primarily supporting the specific goals and needs of our client base. The Analyst will work on the research team to supplement the firm’s third-party manager research efforts and assist the investment consultants in the preparation of ad hoc deliverables to be included in client reports. This is a hybrid position in the Greater Atlanta area with 2-3 days in the office per week. The position requires minimal travel.

Main Responsibilities

•       Help drive the ACG research team to perform ongoing due diligence and investment manager searches across traditional and alternative asset classes
•       Performance monitoring and analysis of investment strategies
•       Asset Allocation modeling
•       Developing client Investment Policy Statements
•       Researching and preparing client education presentations
•       Assisting in the completion of new business RFPs

 Experience

•       5 - 10 years of experience
•       Bachelor’s degree in Finance, Accounting, Economics, Business or related field is preferred
•       Completion of or progress towards CFA or CAIA is a plus but not required
•       Strong understanding of capital markets, economics, portfolio construction, statistical concepts, and investments

Requirements

Qualifications

•       Strong analytical skills and attention to detail required
•       Excellent communication (oral and written) skills
•       Proactive and self-motivated with eagerness to learn
•       Takes pride and ownership of assigned work without missing deadlines
•       Ability to manage multiple projects and adapt to changing priorities
•       Has desire and creativity to solve complex problems
•       Contributes to success of firm through teamwork and assisting other analysts
•       Experience with investment manager databases preferred (Morningstar Direct or eVestment)
•       Experience with Microsoft Office programs