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Investment Analyst @ ArchBridge Family Office

St. Louis, Missouri, United StatesOnsiteFull Time
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About this role

Investment Analyst at ArchBridge Family Office. Location: St. Louis, Missouri, United States. Role: Prepare reports, Analyze portfolios, Support due diligence Requirements: Bachelor's degree; finance/economics preferred; CFA/CAIA pursuing; strong Excel/PowerPoint; experience in investment/financial services; familiar with Addepar, FactSet, Morningstar Direct, PitchBook; uses Asana, Salesforce, PowerBI, SharePoint a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Addepar, FactSet, Morningstar Direct, PitchBook, Excel, PowerPoint, Asana, Salesforce, PowerBI, SharePoint Certifications: cfa, caia Commitment: Full Time Workplace: Onsite Languages: English

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