Research Analyst


Company:: Bellwether Consulting
Location:: Short Hills, NJ
Job Type:: Full Time
Category:: Accounting


Posted:: 1/19/2013

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Job Description

Services we provide include investment policy formulation, asset allocation and asset-liability studies, investment manager selection, and performance monitoring. Our clients are typically a committee of senior executives (e.g., CFO, Treasurer, VP of Human Resources) charged with the responsibility of running the sponsoring organization's employee retirement plan. The sponsoring organization may be a large corporation, non-profit, or government agency.

Our firm is organized as a professional practice with two levels: partners and research staff. Staff positions each report to a member for purposes of professional development and mentorship, but essentially take direction from all partners as dictated by workload. All of the members of the firm are dedicated to providing investment consulting.

We are seeking an associate to work with the partners of the firm by:

Performing qualitative and quantitative analysis of mutual funds and other benefit plan investments,
Preparing technical client exhibits,
Conducting research on specific client circumstances, investment options, general market conditions, or industry issues,
Maintaining databases, software, publications, and other information sources used by investment consultants, and
Providing general support (e.g., sales/marketing, etc.) for the practice.

Starting range of $65,000 - $75,000.

Applicants must submit a resume and cover letter, and the following requirements must be met.

Formal post-secondary education that included the completion of some business courses (e.g., economics, finance, accounting, etc.) with bachelor's degree attained.

Professional experience in financial services.

Intermediate proficiency in Microsoft Word, Excel, and Powerpoint.

Ability to interact professionally with personnel at investment management firms and the firm's client contacts.

Ability to commit to at least 40 hours per week in the office.

Applicants selected for interview will be expected to provide a writing sample (on any topic).

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