Investment Analyst

Arthrex, Inc. Naples , FL 34102

Posted 3 months ago

Job Description:

Requisition ID:
43061

Title:

Investment Analyst

Division:

Arthrex, Inc.

Location:

INC- Naples, FL

Main Objective:

The primary responsibilities include reconciling investment brokerage activity and statements, monitoring financial markets, and performing details analytics on direct investment performance.

Essential Duties and Responsibilities:

  • Daily monitoring, review and reconciliation of investment activity.

  • Maintenances historical investment costs basis, with considerations including transactions in kind, stepped up basis, wash sale analysis and specific lot buy/sale transactions.

  • Reviews investment bank fee analysis statements.

  • Develops and maintains reporting and analysis of direct investment past performance and bench marking of results.

  • Performs research and reporting on alternative investment funds commitments, calls, redemptions, performance and fees.

  • Provides support for venture capital transactions.

  • Tracks portfolio liquidity and allocation across funds, entities, and investment banking partners.

  • Conducts research and develops strategies on foreign exchange rates, trends, futures, forwards, spot trades and swaps.

Incidental Duties:

The above statements describe the general nature and level of work being performed in this job. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned, as required, by management

Education and Experience:

Bachelor's degree required in Finance, Economics, Accounting, or related field required.
5 years of related experience analyzing invest bank brokerage statements required.

Knowledge and Skill Requirements/Specialized Courses and/or Training:

Ability to work on confidential information

Ability to work both collaboratively and autonomously

Capacity to manage competing priorities while keeping sight of big-picture objectives

Highly adaptable with excellent time-management and follow-through skills

Skilled in working with different functions and effectively coordinates their activities to achieve desired results.

Excellent listening skills, including the ability to identify and isolate concerns or objections, in addition to excellent written and oral communication skills.


Machine, Tools, and/or Equipment

Skills:

Tech savvy with proficiency in Microsoft Suite programs, including Office 365. Prior experience with online treasury desktop banking systems, SEI Archway, and Bloomberg Terminal a plus.

Reasoning Ability:

Ability to identify problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in written or diagram form and deal with several abstract and concrete variables.

Mathematical Skills

Ability to comprehend and


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Investment Consultant Naples FL

Fidelity

Posted 1 week ago

VIEW JOBS 1/10/2020 12:00:00 AM 2020-04-09T00:00 You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Skills You Bring * In a team-based, sales environment you take initiative and exceed expectations. * You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each * Incomparable consultative selling and organizational skills The Value You Deliver * Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets * With our open architecture, you offer a wide broad range of financial products and services * Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills How Your Work Impacts the Organization Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity Naples FL

Investment Analyst

Arthrex, Inc.