Investment Data Analyst

Opportunity: Investment Analyst

At Chamberlain Group, we do everything in teams because we believe in the collective genius of groupthink: many heads are better than one! The core responsibilities of the Investment Analyst will be to work as part of our Investment Team to support all facets of the investment process, with a focus on areas such as managing Alternative Investment data in our portfolio accounting system, working with clients to access tax and other information about their investments and trading securities. In exchange, you will get exposure to a sophisticated investment platform comprised of best-in-class public and private investment managers.

Success in this position requires:
Superior attention to detail, while maintaining a big picture perspective
Technical mindset for data integration, system maintenance and process improvement
Conversational knowledge of the investment advisory business
Commitment to offering platinum-level client service to internal and external clients

It is essential that the candidate demonstrates a high degree of ownership in the quality of their work and has an exceptionally professional demeanor. He/she will have direct interaction with our clients. This position is a ‘Jack of All Trades' of sorts, and some examples of responsibilities include:
Organizing statements and aggregating information from investment managers
Maintaining portfolio accounting data for alternative investments
Supporting tax-related needs such as monitoring K1s or tax harvesting activities
Tracking distributions for reinvestment
Ad hoc operational support of the team, especially related to process improvement
Trading securities in client accounts (mostly Mutual Funds and ETFs)

The ideal candidate will be a quick learner with proficiency in excel/data management and a keen eye for improving processes, as we need someone to streamline data exchange between various systems.

It is important to exude a team player mindset, taking pride in everything from administrative tasks to analytics that support the investment decision-making process to owning the quality of data to working with clients.

Requirements:
BA/BS degree required with a focus on Business, Finance, Investing or related field preferred.
Proficient in Excel; comfortable with VBA; familiar with other coding languages a plus (Python, SQL, C++, etc.).
Securities trading license preferred, but willing to support obtaining the license.
Basic experience with the investment advisory business required.
Must be detail oriented, highly organized, self-motivated, and possess strong time management skills.
Strong analytical and technical skills are essential.
High competency in mathematics and financial spreadsheets.
Competent in Microsoft Office (Word, PowerPoint).
Excellent written and verbal communication skills.
Clear understanding of platinum-level client service.
Committed to working with integrity.

Compensation and Benefits
Base Salary Range: $65,000 - $80,000
Chamberlain Group assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be as stated above at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the Chamberlain Group Total Compensation Package, which, depending on the position, may also include bonus plans and Company-sponsored benefit programs.
Chamberlain Group offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and fun. We provide medical/dental/vision benefits, a substantial time off package, generous retirement plan options, assistance for licenses and designations, awards for tenure, and a flexible Friday program in the summer months… it is a GREAT place to work! We work hard to value our team, providing an employment experience that supports you and your family through moments that matter.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.