Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Details below.
Job Summary
The Investment Analyst is responsible for working directly with senior members of the Investment Team. The Investment Team sets asset allocation policy and evaluates the third-party investment managers use by Diversified Trust clients.
Primary Duties and Responsibilities:
- Conduct comprehensive qualitative and quantitative analysis on managers, funds and invested portfolios across all asset classes
- Analyze macroeconomic market trends and investment strategy opportunities
- Participate in investment manager meetings and investment team strategy sessions
- Create and maintain quantitative models in various statistical analysis software packages
- Handle and respond to inquiries from client service team members
- Record and organize manager return and holdings-based data
- Perform due diligence on current and prospective investment managers
- Some travel to visit managers or other company locations
Qualifications:
- Bachelor’s degree required (business, finance, economics, data analysis or related field preferred)
- A passion for investing with a high level of intellectual curiosity
- Strong analytical abilities and linear thought orientation; excellent problem solving abilities
- Strong work ethic with a motivated and driven ownership mentality
- High degree of proficiency in Excel and PowerPoint applications
- High attention to detail and comfortable with large amounts of data
- Excellent writing and communication skills
- Ability to develop trust and build internal and external relationships in a team environment
- Ability to work under pressure and handle multiple tasks within deadlines
We are giving additional consideration to those with:
- Professional designations such as CFA or CAIA (or progress towards earning those designations)
- 2+ years of experience in the investment management field
- Experience with FactSet, Bloomberg, MPI Stylus or other financial analytics packages
- Coding ability in Python or R
