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Investment Research Analyst
Investment Research AnalystPlante Moran • Kalamazoo, MI, United States
Investment Research Analyst

Investment Research Analyst

Plante Moran • Kalamazoo, MI, United States
30+ days ago
Job type
  • Full-time
Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to :

  • Conducting due diligence and related research on various investment related topics, including, but not limited to : 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.

The qualification.

  • Bachelor's degree in finance, economics, or related field required
  • 2-4 years of experience in investment consulting and / or due diligence, financial planning, brokerage or investment management industry is required
  • Completion of the requisite degree, with the goal of successfully obtaining your 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
  • Experience with Morningstar or Bloomberg is a plus
  • What makes us different?

    On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different : we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

    Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

    Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

    Plante Moran maintains a drug-free workplace.

    Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

    The specific statements above are not intended to be all-inclusive.

    For Colorado & Illinois Applicants :

    We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 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. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

    Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

    Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

    Colorado monthly base range is as follows : $6,166.67 - $7,416.67

    Illinois monthly base range is as follows : $6,750.00 - $8,166.67

    #LI-CB1

    #LI-Hybrid

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    Investment Analyst • Kalamazoo, MI, United States

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