Job description
Mount Yale Capital Group, LLC ("Mount Yale") was founded in 1999 and together with its affiliates manages approximately $3.1 billion in assets for institutional and private clients worldwide. We focus on delivering diversified multi-manager solutions using a variety of investment strategies and investment vehicles for our institutional and high net worth clients. Our affiliate is a family of liquid alternative mutual funds.
Mount Yale is seeking a full time, entry level Investment Analyst to support senior team members in day-to-day activities and longer-term projects.
Position Requirements:
- Bachelor’s Degree in Business or a related field
- Mastery of Microsoft Excel, PowerPoint and Publisher
- Working knowledge of Bloomberg Terminal preferred
- Passion for finance and investing
- Prior work experience in a similar role is preferred.
Job Description/Duties:
- Assist in the research of potential managers as well as due diligence on current managers
- Production of marketing materials
- Assist in the development of asset allocation models
- Assist in numerous investment related research and financial analysis projects
- Ongoing portfolio analysis tasks
Skills, Abilities and Personality Traits:
- Extreme attention to detail
- Strong work ethic
- Strong communication skills
- Critical thinking skills
- Outgoing, business-like personality
- Ability to work independently
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Denver, CO 80203: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Work Location: In person
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