About this role
The Investment Analyst at Ascensus supports the Investment Committee by delivering an oversight program and accurate investment reporting for assigned lines of business. The role provides analytic support and program maintenance to inform committee governance and decision-making.
Required Skills
- Fund Performance
- Due Diligence
- Benchmark Analysis
- Style Analysis
- Portfolio Analysis
- Fee Analysis
- Investment Reporting
- Excel
- PowerPoint
- Communication
+2 more
Qualifications
- Bachelor's Degree
- MSF
- MBA
- CFA
- CIMA
- CFP
- Series 65
- Series 66
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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