Full Job Description
As an Investment Advisory Research Analyst with Frost Investment Advisory, you will be responsible for performing complex duties related to the analysis of risk and valuation for both potential and currently held securities within the Frost Investment Advisory, LLC. Responsibilities will include evaluating how different securities might fit within a certain fund or investing model; ensuring investment quality adheres to Advisor, regulatory, and client specified requirements; assisting senior staff with conducting research that is used to assess the value of an investment; informing traders of research results that may impact the value analysis of an investment; performing detailed security and portfolio analytics using Bloomberg, Intex, and Factset modeling systems; tracking investment performance and fund characteristics over time; and generating reports from system models for use by portfolio managers, team members, and marketing. The candidate will assist with supporting an assigned group; and provide and conduct research concerning fundamental analysis, investment credit, and/or modeling analytics.
Bachelor’s degree, preferably in Finance or a related field
Proficient in Microsoft computer applications
Excellent written and verbal communication skills
1+ years experience within the investment management industry
Chartered Financial Analyst (CFA) designation in progress