Investment Analyst jobs in North Carolina

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Analyst
  • Martello Re Limited
  • Charlotte, NC FULL_TIME
  • About the job


    The Opportunity

     

    The Investment Analyst supports the team in its portfolio construction, manager oversight, and monitoring responsibilities across Martello Re’s $19 billion investment portfolio.

     

    This position offers opportunity for exposure to many aspects of insurance asset management. In particular, the Investment Analyst will support the team in: implementing and monitoring portfolio management strategies, monitoring portfolio risk parameters (e.g., duration cash flows, credit quality, etc.) in relation to asset-liability management, and regulatory/accounting guidelines. Additionally, Investment Analyst supports and participates in various projects with other groups, including Actuarial, Enterprise Risk Management, and Finance.

     

    This role offers a unique opportunity to join an exciting new startup, building the foundation for a sizable and enduring business.

     

    Objectives and Responsibilities of the role:

     

    • Support the investment team in managing the daily activity for the investment portfolio.
    • Assist in the development or enhancement of reporting tools to monitor performance, portfolio allocation, positioning relative to strategic asset allocation, risk limits, earnings budget, and others.
    • Monitor and track mandates with investment managers.
    • Assist in analyzing and reconciling investment accounting data and analytics.
    • Regular communication and collaboration with key stakeholders across the group, including Actuarial, Enterprise Risk Management, and Finance.
    • Be involved in the monthly and quarterly internal and external reporting cycles, including the preparation of presentations to executive management and external parties.
    • Assist in evaluating the macro-economic environment to help determine portfolio allocations and strategy.
    • Tracking, evaluating, and reporting developments in financial markets.
    • Other duties as assigned. 

     

    Required Skills and Qualifications:

     

    • Bachelor’s degree in finance, mathematics, economics, or equivalent
    • 1-3 years of work experience in the financial services industry; experience in and knowledge of insurance asset management is a plus
    • Strong analytical and interpersonal skills
    • Excellent oral and written communication skills
    • Good understanding of capital markets
    • Proficient with Bloomberg and Microsoft Office software suite
    • Strong work ethic with high standards for performance
    • Ability to take initiative
    • Pursuit of Chartered Financial Analyst (“CFA”) professional designation preferred.

     

    Compensation and Location

     

    Competitive salary, bonus and benefits package commensurate with experience. This is a Charlotte, NC. based position and those currently not residing in Charlotte, NC. or unable to relocate will not be considered. 


    Note to Recruitment Agencies

     

    We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization.

    Martello Re bears no responsibility for fees related to unsolicited resumes.

  • 7 Days Ago

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Investment Senior Analyst / Associate
  • Ubiquity Management Group
  • Charlotte, NC FULL_TIME
  • Reporting to the Vice President Investments and Strategy, the Investment Senior Analyst / Associate will contribute to all parts of Ubiquity’s investment process while supporting general portfolio com...
  • 1 Month Ago

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FTWA Investment Administration Analyst
  • Fifth Third Bank
  • Charlotte, NC FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Serves as a key ...
  • 1 Month Ago

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Corporate Investment Quantitative Finance Analyst
  • Bank of America
  • Charlotte, NC FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Day Ago

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Real Estate Investment Sales Analyst
  • Giving Tree Realty
  • Wilmington, NC FULL_TIME
  • We are eagerly seeking a talented full-time real estate acquisitions specialist to join our real estate team. You will pursue new properties for the company and cultivate relationships with buyers to ...
  • 10 Days Ago

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Investment Banking Analyst - Asset-Backed Securities
  • D42 Wells Fargo Securities, LLC
  • CHARLOTTE-NC, NC FULL_TIME
  • About this role: Wells Fargo is seeking an Investment Banking Analyst to join their Asset-Backed Securities (ABS) team within the Structured Products Group (SPG). The ABS group provides structured len...
  • 11 Days Ago

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Xcede
  • Miami, FL
  • A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Simplicity Group Holdings
  • Bloomington, MN
  • Job Description Job Description Position Title: Investment Analyst Reports to: Chief Investment Officer Department: Inve...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Prime Capital Investment Advisors
  • Overland Park, KS
  • Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real imp...
  • 3/29/2024 12:00:00 AM

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Investment Analyst
  • Brasa Capital Management
  • ABOUT BRASA CAPITAL MANAGEMENT Brasa Capital Management (“Brasa”) is a West Coast focused real estate private equity fir...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • Vista Wealth Management Group
  • Schaumburg, IL
  • Job Description Job Description Role: Investment Analyst GROWTH POTENTIAL – COMPETITIVE SALARY – ATTRACTIVE BENEFITS OVE...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • Aurum Search Limited
  • Leading global hedge fund ($50bn+ AUM) is looking for a L/S Equity Analyst to join their desks in New York City. The fir...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • Summit Financial
  • Parsippany, NJ
  • Summary: Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with severa...
  • 3/25/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$84,606 to $126,190

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019