Jr. Investment Analyst

Career Personnel Services

Jr. Investment Analyst

Birmingham, AL
Full Time
Paid
  • Responsibilities

    We are seeking a motivated, analytical individual who is ready to launch a career in investments and asset management. This is an excellent opportunity for a recent or upcoming college graduate who wants to learn from experienced investment professionals and grow within the organization. The schedule is hybrid - Monday and Tuesday in the office and Wednesday - Friday, remote.  Pay is $78,000

    Previous investment experience is not required. We are looking for someone who is curious, takes initiative, enjoys figuring things out, and is eager to learn.

    Responsibilities:

    • Assist with financial, economic, market, and investment research
    • Analyze financial data, fixed-income securities, and investment opportunities
    • Help build and update financial models, forecasts, and Excel-based analysis
    • Monitor interest rates, economic trends, and market activity
    • Assist with investment reports, presentations, and committee materials
    • Learn directly from senior investment professionals while gradually taking on greater responsibility

    Qualifications:

    • Bachelor's degree in Finance, Accounting, Economics, or a related field — recent and upcoming graduates encouraged to apply
    • Strong Excel skills and comfort working with numbers and data
    • Analytical mindset with excellent attention to detail
    • Self-starter who takes initiative rather than waiting to be told what to do
    • Intellectual curiosity and a willingness to research, ask questions, and figure things out
    • Strong communication skills and a genuine desire to learn and grow

     

    Hybrid Schedule: Monday & Tuesday in office | Wednesday–Friday remote

    A plus, but not required: Exposure to Bloomberg, Python, SQL, financial modeling, investments, or fixed-income coursework.

     

  • Compensation
    $78,000 per year