Monday, April 13, 2015

Investment Analyst, Commonwealth Fin - San Diego

Investment Analyst, Investment Research, Commonwealth Financial Network - San Diego

Investment Analyst, Investment Research

The Research team reviews and approves investment products and provides recommendations to advisors on economic analysis, asset allocation, portfolio management, individual investment managers, and the full range of investment products the advisors may use to help clients achieve financial goals.

As an investment analyst, your responsibilities would include:
    • Performing due diligence and analysis on traded and nontraded alternative investments as the underlying holdings
    • Responding to inquiries from Commonwealth’s advisors on investment topics and products
    • Generating ideas in regard to opportunities in alternative investments
    • Researching industry trends and writing related materials
    • Gathering data from SEC filings, industry publications, and product vendors and maintaining databases
    • Consulting with advisors regarding product options, tools, and resources pertaining to real assets
    • Taking on and managing significant projects from start to finish

The ideal candidate would also meet the following requirements:
    • Bachelor’s degree, plus progress toward an MBA or obtaining CFA® charter or CAIA charter, preferred
    • Team player
    • Ability to develop an idea and defend conclusion
    • Outstanding communication, interpersonal, and relationship-building skills
    • Demonstrated writing and public presentation skills
    • At least four years’ experience in investment research; at least two years’ experience in alternative investments
San Diego, CA position
For additional details please contact Mary Creagh at 781.529.9416 or mcreagh@commonwealth.com

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