Junior Analyst Position Available In Orange, Florida

Junior Analyst Burgess Chambers and Associates, Inc. Orlando, FL 32801

• Hybrid work Job Overview Burgess Chambers & Associates, Inc.

(BCA) is an independent Florida corporation founded in 1988. It is a nationally recognized firm specializing in advising institutional clients. With approximately $7.9 billion in advisory assets and $167 million in assets under management, as of December 31, 2024. BCA has grown carefully, emphasizing performance and client service. The firm focuses on directing risk-controlled investment programs for defined benefit and defined contribution retirement plans, operating funds, endowments and foundations, and private trusts and individuals. Burgess Chambers & Associates, Inc. (BCA) is seeking a Junior Analyst to join its team. The individual will work a hybrid work schedule (i.e., partly in-office, partly from home) from our office in downtown Orlando. This is an ideal opportunity for a qualified candidate to apply strong quantitative, analytical, and operational-oriented skills within an investment consulting firm. The individual will collaborate with a talented team of colleagues, facilitating implementation of investment decisions made by the investment consultants with the goal of achieving optimal investment performance for our clients. We offer a dynamic work environment that supports professional growth and visibility that includes direct contact with consultants. Key responsibilities include (but are not limited to):

• Performance measurement
• Custodial bank statement reconciliation
• Client administration and care
• Quarterly Reporting
• Drafting of sample rebalance documents for clients
• Monitor adherence to Investment Policy Statement
• Supporting consultants Requirements
• Bachelor’s degree from an accredited institution.
• Minimum of 2-3 years of relevant work experience; familiarity with custody, investment consulting, and/or investment management operations preferred but not required.
• Proficient in Microsoft Office applications (specifically Excel and Word).
• Excellent interpersonal and communication skills.
• Ability to interact effectively with a diverse audience as well as work independently.
• Diligent attention to detail and organization.
• Completes tasks quickly without compromising accuracy or quality.
• Self-motivated with strong work ethic allowing candidate to function effectively within a tight deadline environment.

We recognize that individuals bring a broad range of experience and abilities that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply.

Job Type:

Full-time Pay:

$40,000.00 – $50,000.00 per year

Benefits:

401(k) Dental insurance Dependent health insurance coverage Disability insurance Flexible schedule Health insurance Health savings account Life insurance Paid holidays Paid sick time Paid time off Partner benefits Vision insurance Work from home

Compensation Package:

Yearly pay

Work Location:

Hybrid remote in Orlando, FL 32801