Research Analyst

We are seeking an experienced individual to work in the Research Analyst group, which provides support to the firm's consulting staff in the delivery of investment consulting services to corporate, health care, endowments, foundations and high net worth clients.

Responsibilities

  • Create monthly and quarterly client investment reports
  • Work with consultants on special projects (asset allocation, service provider searches, etc.)
  • Participate in investment manager research teams
  • Conduct investment manager searches
  • Interact with clients and investment managers
  • Audit client investment performance results

Requirements

  • Two years work experience in the investment industry (minimum of one year)
  • Bachelor's Degree
  • Understanding of investment concepts and definitions
  • Ability to effectively work independently and within a team to meet project deadlines
  • Strong computer skills (proficient in Microsoft Excel and Word)
  • Strong organizational and communication skills

Ellwood Associates offers competitive salaries and benefits, and a dynamic work environment. Our expanding client base offers opportunity for career growth and on-going development of technical and business skills. Benefits include:

  • Medical/Dental/Life/LTD Insurance
  • 401(k) Plan & ESOP Plan
  • Business Casual Dress
  • Other Professional Advantages

Ellwood is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.