Investment Analyst at Plante Moran in Southfield, MI

Summary: Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, committed to creating a diverse workplace. The Investment Analyst will conduct investment due diligence, collaborate with team members to provide investment solutions, and prepare reports on investment portfolios and strategies. Responsibilities: - Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds - Collaborating with other team members to provide sound investment solutions for clients - Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies - Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities - Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions - Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets Required Qualifications: - Bachelor's degree in finance, economics, or related field required - 1-4 years of experience in investment consulting and/or due diligence, financial planning, brokerage or investment management industry required - Progress toward, or intent to pursue, the CFA designation - Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills - Passion for learning and deep interest in the capital markets, economy, and investing - Proficiency in Microsoft Office applications, including Excel Preferred Qualifications: - Experience with Morningstar and/or Bloomberg is a plus Required Skills: Investment consulting, Due diligence, Financial planning, Investment management, Capital markets knowledge, Microsoft Excel, Morningstar, Bloomberg, CFA designation progress, Analytical skills Benefits: Health, dental, vision, disability, and life insurance, Flexible Time Off, Various pre-determined holidays, 401(k) plan, Flexible benefits plans, Business-related travel expense, Lodging, and meal reimbursement for business-related use, A pension plan is also available for eligible administrative and paraprofessional staff, A discretionary bonus plan is available for eligible staff, Some contingent staff positions the option to elect health insurance in addition to limited paid sick time