Investment Research Assistant
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Portfolio Manager Support Analyst
Autumn Wind Asset Management, LLC is an SEC-Registered Investment Advisory firm dedicated to providing superior investment results to high net worth taxable clients and their families and foundations. Autumn Wind provides investment advice and solutions by building custom portfolios of individual securities selected across global asset classes. The firm also serves as the General Partner to a hedge fund that consolidates the firm’s alternative investment strategies.
Job Description
· Run various Excel and Python programs related to screening investment ideas.
· Conduct investment research on individual equity, fixed income, and derivative securities.
· Conduct due diligence on 3rd party specialty managers.
· Evaluate investment performance and generate attribution analysis.
· Manage market data and corporate action databases to support analytics platform.
· Enter orders to purchase and sell securities. Review processed investment transactions.
· Generate client reports, presentation material, and monthly performance statements.
· Prepare reports based using financial market data. Input data used by internal financial models and accounting system.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Reston, VA 20190: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- This is not a remote work position and you would be required to work in the office in Reston, VA.
Experience:
- Financial Services or Investment Management: 3 years (Required)
- Excel and Python: 3 years (Required)
Work Location: One location