Job Title: Senior Investment Analyst
Background:
Atlanta Consulting Group (“ACG”) is an independent, employee-owned boutique investment consulting firm that serves a full range of institutional clients and family offices across America and throughout the world. We provide comprehensive investment advice to endowments/foundations, religious institutions, healthcare organizations, corporations, Taft-Hartley plans and municipalities.
We are looking to add a motivated and driven individual, who can immediately add value to our investment consulting team.
The Senior Investment Analyst is an essential role within ACG supporting the specific goals and needs of our institutional client base. The Senior Investment Analyst will work on the research team to assist the investment consultants in the preparation of ad hoc deliverables to be included in quarterly client reports. This is a full-time position located in Buckhead. The position requires minimal travel.
Responsibilities
· Work with ACG’s Investment Committee to identify and prioritize various initiatives
· Drive the research team’s efforts in performing ongoing due diligence and investment manager searches across traditional and alternative asset classes
· Performance monitoring and analysis of investment strategies
· Asset Allocation modeling and Asset/Liability studies
· Reviewing and Developing client Investment Policy Statements
· Researching and preparing client education presentations
· Assisting in the completion of new business RFPs
Experience
· 5+ years of relevant experience (preferably investment consulting or asset management related)
· Bachelor’s degree in Finance, Accounting, Economics, Business or related field is preferred
· Current understanding of capital markets, economics, portfolio construction, statistical concepts, and investments
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 team work and assisting other analysts
· Experience with investment manager databases preferred (Morningstar Direct or eVestment)
· Completion of or progress towards CFA or CAIA is a plus but not required
Job Type: Full-time
Benefits:
Physical Setting:
Schedule:
Supplemental Pay:
COVID-19 considerations:
We are following CDC Guidelines.
Work Location:
Work Remotely:
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