Investment Analyst Job at Selby Jennings, Dallas, TX

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  • Selby Jennings
  • Dallas, TX

Job Description

My client, a ~$1.5bn AUM investment management firm is looking to add an Analyst to their team. The Investment Analyst will be responsible for conducting in-depth research, performing financial analysis, and making investment recommendations to support our portfolio management team.

Key Responsibilities:

  • Conduct comprehensive research and analysis of convertible securities, including bonds, preferred stocks, and other hybrid instruments.
  • Evaluate financial statements, industry reports, and market trends to identify investment opportunities and risks.
  • Prepare detailed investment reports and presentations for portfolio managers and clients.
  • Collaborate with portfolio managers to develop and implement investment strategies.
  • Monitor and analyze the performance of existing investments and provide recommendations for adjustments.
  • Stay current with regulatory changes and industry developments affecting convertible securities.
  • Participate in meetings with company management and industry professionals to gather insights and information.

Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 3-5 years of experience in Investment Management
  • Strong analytical and quantitative skills, with the ability to interpret complex financial data.
  • Excellent written and verbal communication skills.
  • Proficiency in investment analysis software and tools.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Strong attention to detail and a commitment to accuracy and excellence.

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