
Investment Analyst
Analyze performance relative to various indexes, competitor peer groups and market benchmarks. Perform holdings and returns based risk and style analysis. Generate value-added performance reports and portfolio updates. Support manager searches and due diligence (as needed). Support IPM on performance attribution analysis for equity, fixed income and asset allocation funds. Support in generating reports for the Board of Trustees. Support the marketing group with investment and market analytics for various publications. Assist in reviewing marketing pieces and coordinating with marketing, sales, compliance and money managers. Review prospectus for expenses and support in mapping funds and products. Reconcile fees/expenses with prospectus updates. Assist in sourcing data, monitoring and updating information on the internet and intranet related to money managers and products. Assist with due diligence on funds that are part of unaffiliated trusts taking into consideration quantitative and qualitative factors.
1 plus years of experience in financial services
Experience in investment analytics tools such as FactSet, Wilshire Compass, Morningstar Direct and Lipper (preferred)
Project Management
Time Management
Analytical skills
Presentation skills
Writing Skills
Quantitative Analysis
Editing skills
Process Improvement
Verbal communication
Prioritizing skills
written communication
Self-Driven
Adaptability
According to JobzMall, the average salary range for a Investment Analyst in 21650 W Oxnard St, Woodland Hills, CA 91367, USA is between $53,455 - $86,539. This range is based on averages from salary surveys conducted by JobzMall, and may vary depending on the experience, qualifications and other factors of the individual Investment Analyst.
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American International Group, Inc., also known as AIG, is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions.

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