Investment Analyst

Raven Ridge is seeking a full-time Investment Analyst in Portsmouth, NH. The role requires 3+ years in financial services, strong analytical skills, and passion for investing. Responsibilities include assisting the CIO with trading, conducting market research, preparing performance reports, and ensuring compliance. The position offers competitive compensation, 100% employer-paid health insurance, and opportunities for career advancement. Applicants should have a BA/BS in finance or economics.
Investment Analyst needed for full-time position with growing firm located along NH's Seacoast. Our client offers 100% employer paid health insurance, generous paid time off, retirement plans, competitive compensation packages (base + bonus) and career advancement opportunities. If you have 3+yrs experience working in Financial Services industry and are passionate about investing, are good with numbers and people, and want to be part of a small yet mighty team where everyone has a seat at the table; this might be the opportunity you've been looking for. Apply here or contact Sara@ravenridgegroup.com in confidence for more information.
Responsibilities
• Assist the CIO in daily trading & periodic rebalancing of client accounts
• Conduct market research and analyze trends on various investment strategies and asset classes for possible implementation in investment process
• Ability to assess taxable client accounts to minimize capital gains when rebalancing
• Prepare performance reports for investment models & client portfolios
• Assist in authoring client communications (quarterly letters, email missives, etc.)
• Ensure compliance with all industry rules and regulations and firm policies

Qualifications
• Strong interpersonal skills, ability to collaborate, personality reflects both confidence and humility
• Self-starter requiring minimal oversight and passionate about investing and financial analysis
• CFA level 1 or progress toward CFA preferred. Other degrees and/or certifications viewed favorably include MBA and/or CMT
• BA/BS in economics or finance related disciplines
• 3+ years of professional work experience in related finance or investing role
• Thorough knowledge of Microsoft Office Suite and knowledge of Morningstar, YCharts, portfolio management systems (i.e. Orion, AdvisorEngine, etc.)