29 days old
2018-03-222018-04-22

Investment Analyst

Tiedemann Wealth Management
New York, NY
Job Description

Job Description:

The Investment Group (IG) analyst support an eighteen member team of investment professionals including key members of the IG team responsible for portfolio asset allocation, manager selection and risk management. The analyst will primarily be responsible for assisting in the review, evaluation, and due diligence of external money managers across asset classes.

Duties & Responsibilities:

  • Review and underwrite 3rd party managers held by TWM within traditional and impact oriented client portfolios
  • Partner with more senior IG team members to publish quarterly manager reviews as well as ad hoc reports
  • Assist in the drafting of all client materials published by the IG, including monthly market commentary, quarterly capital markets reviews and quarterly economic & market outlook
  • Assist in the new strategy and manager due diligence process (experience in internal controls and portfolio risk management extremely helpful)
  • Create and maintain profiles, CRM records and various standardized reporting templates of investment managers and funds
  • Demonstrate initiative and ownership of manager research and systems related projects
  • Track asset class and manager performance as well as generate periodic performance reports
  • Review fund subscription documents and make recommendations regarding amendments
  • Exhibit a passion for finance and business with an interest in continuing their personal education through first-hand experience, certifications (CFA, CAIA, etc.), and/or further course work.

Qualifications

Strong writing and verbal communication skills

High standards for accuracy, quality, timeliness and completeness

Self-motivated and ability to work independently

Must possess excellent analytic skills and knowledge of the financial markets

1-3 years of related work experience (exposure to 3rd party money managers a plus)

Mastery of MS Office (Excel, Word, PowerPoint)

Bachelor's Degree in a business or finance-related field

Experience with Bloomberg, Morningstar Direct, and Novus a plus



Additional Information

All your information will be kept confidential according to EEO guidelines.

Company Description

Tiedemann Wealth Management (TWM) is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Wealth Management is headquartered in New York, with offices in San Francisco, Seattle, Dallas, Palm Beach and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $18 billion in assets.

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Investment Analyst

Tiedemann Wealth Management
New York, NY

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Tiedemann Wealth Management
New York, NY
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