Investment Analyst Position Available In Jefferson, Alabama

Investment Analyst StoneX Group•3.3

Birmingham, AL Job Details Full-time Estimated:

$58.8K•$119K a year 9 hours ago Qualifications Microsoft Excel Mid-level Bloomberg Finance Analysis skills Bachelor’s degree

Chartered Financial Analyst Full Job Description Overview:

Connecting clients to markets•and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets•focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing. The StoneX Group is made up of four segments that offer endless potential for progression and growth.

Business Segment Overview Institutional :

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

Retail :

Empower individual investors•and yourself•in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Commercial :

With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more.

Payments :

A Swift-accredited service bureau and member, our Payments division provides NGOs, institutions and non-profits the ability to make a local difference, globally•with transparent pricing across 180+ countries and 140+ currencies.

Corporate:

Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

Responsibilities:

Assist with development of due diligence reviews of third-party investment products and strategies as well as WSG portfolios Assist with research of underlying investment products and securities that might be used to construct WSG fund/ETF and US equity portfolios Assist with routine reporting and analysis provided to other groups within StoneX and third parties Prepare regular reports for members of the investment team utilizing various financial applications and programs: Bloomberg, YCharts, etc. Monitor current economic topics and events as it relates to report preparation Enter data as needed for client service and internal requests Respond to client needs, prepare rebalancing and trading analysis as requested, participate in meetings as requested Prepare meeting materials for team members and clients Pull appropriate data for review of various money managers according to due diligence requirements and complete current form for review and approval Participate in various internal investment decision-making workgroups Provide notes as needed for various internal and external meetings Work collaboratively with other analysts and employees Develop a keen knowledge of products, services, and technology available Additional projects as needed to support financial advisors and their business Maintains prompt and regular attendance. This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Qualifications:

Job Requirements:

4-year Undergraduate degree with studies focused on finance / economics preferred Willingness to pursue graduate work and CFA designation preferred Willingness to pursue needed registration exams Ability to clearly communicate, meet deadlines, and grow within the role Strong analytical skills, detail oriented, organized, and ability to prioritize Work collaboratively with other members of the team Proficiency in Excel, including use of various formulas, preferred Enthusiastic, positive energy Must be authorized to work in the US for any employer

Class:

Full-time, Exempt