Financial Research Analyst

JOB TITLE: Financial Research Analyst

LOCATION: Stamford, CT SALARY: Commensurate with Experience BENEFITS: Health, Medical, RetirementCOMPANY OVERVIEW:Shields Associates delivers premium investment consulting services to corporate plan sponsors, foundations, endowments, financial intermediaries, and high net worth investors. Shields Associates serves clients and their investment programs by maximizing returns, minimizing risks, reducing costs and saving time. Exceeding each client’s expectations and fulfilling requests with care and excellence beyond traditional standards defines who we are.

We recognize the value of diversity in our workforce, and encourage all qualified candidates to apply. We thank all candidates who choose to apply and submit their resume (see contact information below). We will contact individuals with sufficient qualifications for an interview. POSITION OVERVIEW:

Primary responsibilities include performance and investment analysis and research. Typical projects: 1) Conduct analytical performance and investment research, 2) Complete manager and investment product analysis summaries, 3) Complete manager search report analysis, 4) Run asset allocation modeling programs, and 5) Assess financial trends.

Secondary function will include assisting with marketing materials and working on strategic initiatives to broaden investment client base. RESPONSIBILITIES: 1) Support firm’s commitment to excellence through outstanding manager and investment research2) Work with senior consultants to incorporate research and exceed client expectations 3) Consistently present a professional, confident, articulate, polished work productQUALIFICATIONS: 1)  0-2 years of investment experience including portfolio analysis and management

2)  Mathematically proficient with excellent writing skills; High GPA

3)  A team player: able to collaborate, contribute, persuade, and be diplomatic4)  Possess self confidence and ability to interact effectively with peers5)  Experienced in Microsoft Office, including Excel, Publisher, PowerPoint and Word

6)  Dedicated to excellence and possessing drive and persistence 7)  Positive attitude - optimistic; likable, genuine, sense of humor8)  Excellent listener - able to probe and respond to investment presentationsEEO/AA EMPLOYER M/F/D/V Minimum Experience Required: 0-2 years Minimum Education Required: Bachelors Degree CONTACT DETAILS: Jina von Bartheld, Shields Associates.
Via Fax: (203) 355-0997
Via E-Mail: hrresumes@shieldsassoc.com

PLEASE NO AGENCIES