CFA / Investment Analyst | Hybrid | Bonus Job at LHH Recruitment Solutions, Tipton, IN

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  • LHH Recruitment Solutions
  • Tipton, IN

Job Description

Job Description

Job Description

LHH Recruitment Solutions (pka Parker+Lynch) is working with a well-established privately owned investment management company looking for a Sr. Analyst. This role is open due to growth and a retirement and will report to the head of investments for the firm. This role will have great room for growth and will be joining a tenured team with the ability to give great support. Ideally, this person has their level 1 CFA and comes from some type of investment management/financial services firm.

Responsibilities:

  • Asset Allocation and Diversification Recommendation

  • Broad Market Observation and Research

  • Investment Due Diligence

  • Strategy Reviews and Creation

  • Financial Adviser Discussions

  • Stock, Mutual Fund, and ETF Investment Research

  • Compliance Reviews

  • Hitting Reporting Deadlines

Requirements:

  • Bachelor’s degree in finance or related business degree

  • 2+ years’ financial analyst experience

  • CFA level 1 or higher

  • Software experience with Excel and a research platform like Bloomberg

Benefits:

  • Hybrid WFH

  • Discretionary flat annual and % bonuses

  • Health, vision, dental insurance

  • Tuition/education/conference reimbursement

  • 401(k) with great company match

  • Gym and Childcare

If you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions (pka Parker + Lynch), please email Kyle Cheverko at [email protected], or visit our website at

Pay Details: $100,000.00 to $120,000.00 per year

Search managed by: Kyle Cheverko

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Job Tags

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