Description
Your role.
Your work will include, but not be limited to:
- Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
- Collaborating with other team members to provide sound investment solutions for clients.
- Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
- Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities.
- Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
- Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.
Requirements
- Bachelor’s degree in finance, economics, or related field required
- 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required
- Progress toward, or intent to pursue, the CFA designation
- Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills
- Passion for learning and deep interest in the capital markets, economy, and investing
- Proficiency in Microsoft Office applications, including Excel
- Experience with Morningstar and/or Bloomberg is a plus
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $73,000.00-$97,000.00
