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

University of Maryland Medical System

Outpatient Neurologist Job at University of Maryland Medical System

 ...leadershipas a clinician and healthcare expert. Job Description Join our rapidly growing Neuroscience team of stroke neurologists, general neurologists, neurointerventionalists, neurointensivists, and neurosurgeons serving a very diverse patient population in... 

BOEING

Fire Inspector Job at BOEING

Job Description At Boeing, we innovate and collaborate to make the world a better place. Were committed to fostering an environment for every teammate thats welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us...

Hintech Recruiting LLC

Pharmaceutical Sales Representative Job at Hintech Recruiting LLC

 ...About the Company A leading company in pharmaceutical sales that is going through expansion. About the Role We are looking...  ...in specialty pharmaceutical sales and preferably with any experience in CNS specialty sales. Responsibilities Engage... 

HireGenics

Medical Device Assembler (Operator I) Job at HireGenics

 ...Hiregenics is immediately hiring for Medical Device Assembler (Operator I) in Minnetonka, MN. As a Medical Device Assembler (Operator...  ...short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).... 

THE LANGUAGE GROUP

Linguist Recruiter Job at THE LANGUAGE GROUP

 ...recruit and onboard new interpreters who will provide language services onsite. This position will also provide support for current linguists, maintain files, and assist with compliance. You do not need prior experience in the language services industry nwell...