Job Summary:

The Investment Analyst will gather and analyze financial information needed to forecast trends and support sound investment decisions.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Develops and maintains expert understanding of various factors that significantly drive investment decisions including activity in the national debt and equity markets and developments in the state and local economic and business environments.
• Develops and maintains close professional relationships with banks, brokers, and other financial and business professionals to maximize the number and quality of available investment opportunities.
• Applies quantitative and qualitative analysis of financial stability, contractual terms, and equity return potential to identify and recommend specific investment opportunities.
• Analyzes finance reports for questionable accounting procedures.
• Prepares and presents reports detailing recommendations to decision-making groups, management, and executive leadership.
• Executes and closes trades.
• Observes in detail investment performance of trades to detect adverse indicators early.
• Maintains keen understanding of legal, accounting, and tax changes that may alter investment decisions.
• Monitors developments in technology that may alter investment potential.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Superlative understanding of market trends and economic principles.
• Ability to research and analyze required information.
• Ability to recognize trends and make appropriate predictions.
• Thorough understanding of laws, rules, and guidelines concerning investments including the tax code and accounting policies and procedures.
• Excellent verbal and written communication skills.
• Excellent interpersonal skills and the ability to work as a productive part of a team.
• Excellent presentation skills.

Education and Experience:

• Bachelors degree in Finance or related field required; MBA highly preferred.
• At least three years of experience in the investment field required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.