Investment Analyst Job at Elevation Point, Denver, CO

L0Q4eEJsU3VBSm01ZW9nbWhnT1ZqQ2cwNlE9PQ==
  • Elevation Point
  • Denver, CO

Job Description

Investment Analyst

Reports To: Senior Investment Analyst

Location: Denver, CO (On-Site)

MUST BE LOCATED IN DENVER (OR LOCAL AREA) COLORADO.

Position Summary:

The Investment Analyst supports Elevation Point’s investment team through research, analysis, and portfolio support. This role contributes to manager due diligence, asset allocation model development, financial modeling, and investment committee presentations. The Investment Analyst also assists in producing marketing and proposal materials, monitoring market trends, and performing ongoing portfolio analysis to help drive sound investment decisions and enhance client outcomes.

Key Responsibilities:

  • Conduct research on potential investment managers and perform due diligence on existing managers.
  • Assist in the development of asset allocation models and analyze potential investment ideas.
  • Support ongoing portfolio analysis and performance monitoring.
  • Create financial models to support investment decisions and strategy evaluation.
  • Contribute to market research, project diligence, and preparation of materials for investment committee presentations.
  • Produce fund marketing materials and investment proposals.
  • Prepare and deliver daily internal and external investment reporting.
  • Actively monitor market themes, sector trends, and economic developments to provide insights to the investment team.
  • Engage in various investment-related research and financial analysis projects as assigned.

Qualifications:

  • Bachelor’s degree in finance, Economics, or a related field;
  • CFA/CAIA designation or progress toward CFA/CAIA preferred.
  • 0-3 years of experience in investment analysis, research, or portfolio management support.
  • Strong quantitative, analytical, and problem-solving skills.
  • Experience with financial modeling, performance reporting, and market research.
  • Excellent written and verbal communication skills.
  • Must be able to follow written and verbal directions accurately.
  • Proficiency with portfolio analytics tools, Excel, and financial databases (Bloomberg, FactSet, Morningstar, etc.).
  • Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.

Salary:

  • $65,000-$85,000

Job Tags

Local area,

Similar Jobs

CRH

Safety Coordinator Job at CRH

 ...and faster. We stand together to REINVENT THE WAY OUR WORLD IS BUILT. Job Summary Leviat is seeking an Entry-Level Safety Coordinator with a leadership spirit to be responsible for directing projects in support of our safety program(s). We are willing to... 

GenNext Learning

Math Tutor -Elementary and Middle School grades (K-8) Job at GenNext Learning

 ...About Us GenNext Learning Center is dedicated to providing exceptional educational support for students from Kindergarten through Grade 12. Our mission is to help students excel academically, build a strong foundation in core subjects, and achieve their academic and career... 

University of Maryland Medical System

Registered Nurse (RN), ICU, Staffing Center Job at University of Maryland Medical System

 ...of Maryland School of Medicine, University of Maryland School of Nursing and University of Maryland, Baltimore who educate the state's...  ...Center, the System's anchor institution in downtown Baltimore, as well as through a network of University of Maryland Urgent Care centers... 

The Greer Meister Group

Scheduler & Administrative Coordinator Job at The Greer Meister Group

 ...We meet each child where that child is, and we connect learning to each childs specific interests. We make sure that every child we work with is heard and respected and that parents are empowered to advocate for their childrens learning needs. We believe in joy... 

Stanly Ranch

Gavel - Coffee Shop Supervisor Job at Stanly Ranch

 ...and cultivation. Job Description Join our team as Coffee Shop Supervisor and become one of the authors of our story. The...  ...will be responsible for opening and closing duties, as well as managing inventory, placing orders when needed, and overseeing DOH guidelines...