New Opening - Investment Analyst

Investment Team - CBT.jpg

Gilbert & Cook, Inc. is expanding their investment department and is looking to hire an Investment Analyst.

The Position

The team member will carry out a variety of asset management related tasks on a daily basis while providing support to senior investment professionals.  The ideal candidate must thrive in a fast-paced team environment with the ability to grasp new concepts and skills quickly.  This position has the opportunity for long-term growth as it will be exposed to all areas of the firm’s investment process.   Areas include due diligence, accounting and performance measurement systems, client education, security selection and trading, portfolio management and asset allocation strategy.

The Company

Gilbert & Cook, Inc. is a successful, fast-growing private wealth management firm located in West Des Moines, Iowa, part of the Greater Des Moines metro area.  The Company is a Registered Investment Adviser with the SEC and is an affiliate of PKS broker/dealer.  Founded in 1993, Gilbert & Cook serves a unique group of high net worth individuals, families, and institutions throughout the United States with regards to their investment management, financial planning, insurance, and estate planning needs.  Our reputable team consists of 21 people overseeing over $500 million of assets under advisement.

Primary Responsibilities

  • Review account or household asset allocations and formulate written recommendations

  • Prepare quarterly fiduciary reports

  • Monitor and implement client investment strategies involving multiple accounts and allocations

  • Support portfolio management team in preparing  trades to rebalance various model portfolios

  • Perform investment returns analysis for total portfolios and individual mandates

  • Perform research and analysis to support strategic and tactical asset allocation decisions

  • Conduct quantitative and qualitative analysis on securities and third-party investment strategies

  • Maintain and reconcile investment-related databases and portfolio accounting systems

  • Conduct performance and transaction reconciliation

  • Prepare client deliverables and presentation materials

  • Assist in writing summaries of market actions, recommendations and educational newsletters

  • Work closely with firm personnel to provide a unique client experience

  • Participate in client and prospective client projects, meetings and events

 

Candidate Requirements

  • Bachelor’s degree with major in finance,  economics, accounting or related business field

  • Minimum of 1-5 years of relevant industry experience

  • Progress towards or willingness to pursue Charted Financial Analyst (CFA) designation

  • Basic understanding of equities, fixed income and alternative investments

  • Proficient in MS Office Suite, in particular spreadsheet applications

  • Experience using Morningstar® Direct or related analysis software is a plus

  • Strong problem solving and analytical skills with high attention to accuracy

  • Must be highly motivated, organized, resourceful and able to work autonomously

  • Strong verbal and written communications skills

  • Professional demeanor and must communicate effectively with colleagues and clients

 

Benefits

  • Tremendous opportunity to contribute in a multifaceted firm with a team-based environment

  • Competitive salary commensurate with the candidate’s experience and qualifications

  • Opportunity to earn quarterly and annual bonuses

  • 401(k) plan with company match including Roth 401(k) option

  • Insurance benefits including healthcare, dental  and vision with FSA option available

Additional benefits discussed during interview


Interested candidates should apply at info@gilbertcook.com