Investment Analyst

Our client in the financial services industry is looking for an Investment Analyst to join their team in the Los Angeles County


Job Description:

  • Help build and book trades
  • Assist with cash management and balancing asset liability metrics
  • Serve as a liaison
  • Assist with daily/monthly reporting
  • Perform intra-portfolio trades and transfers
  • Manage derivative trading
  • Assist with portfolio allocation and construction activities
  • Prepare investment-related reports and presentations



  • Proficient with the Microsoft Office Suite, including strong Excel skills, BlackRock Aladdin or thinkFolio a plus
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in economics, math, engineering or related field and a minimum of 1 years’ relevant experience

Ref #22940

Alex RealInvestment Analyst