Investment Analysis Senior Specialist #0209

Join our client's dynamic finance team as an Investment Analysis Senior Specialist! In this pivotal role, you'll spearhead market research initiatives, oversee investment portfolio optimization, and deliver strategic financial guidance to executive leadership. This position is based at our client's main office facility, and we seek candidates who demonstrate their commitment to professional excellence.

Key Responsibilities

Strategic Investment & Market Analysis

• Assess cash positions and propose fixed-rate investment options
• Monitor market trends and portfolio benchmarks to maximize returns
• Evaluate portfolio performance, risk, and diversification to ensure long-term growth and stability
• Analyze and recommend investment opportunities that align with the company's financial goals

Investment Operations & Executive Reporting

• Manage approved investment transactions with brokers and banks
• Conduct comprehensive market research to support investment decisions
• Present clear, data-driven recommendations and regular updates to senior leadership
• Prepare forecasts and budgets for portfolio income from dividends and interest

Requirements

Educational Background & Professional Experience

• Strong communication skills with ability to present complex information to senior leadership
• Bachelor's degree required (focus in finance, accounting, or economics preferred)
• Prior Bloomberg terminal experience preferred
• 4+ years of investment analysis and market research experience

Essential Skills & Abilities

• Proficiency with investment research platforms and analytical tools
• Detail-oriented with excellent organizational skills
• Expertise in financial analysis and portfolio management
• Ability to work effectively in a fast-paced, collaborative environment
• Strong analytical and critical thinking abilities

Benefits

Complete Benefits Portfolio

• Tuition Assistance Program covering professional continuing education
• 401(k) retirement plan with 6% employer match (immediate vesting)
• Complete health insurance coverage starting day one
• Multiple bonus programs based on performance
• Paid holidays and generous paid time off

Premium Workplace Amenities

• Modern corporate headquarters with state-of-the-art facilities
• On-site café providing convenient dining options
• Over four miles of beautifully maintained walking trails
• First-class fitness center with complimentary personal trainers

Organizational Culture

• Opportunities for professional growth and development
• Family-owned company with strong values and stability
• Drug-free workplace committed to employee safety and wellness
• Collaborative, team-oriented environment

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.