Job Details

Office Generalist/Analyst Featured

  2021-05-11     Confidential     Carmel, CA  

We are a small locally-owned investment management firm based in Carmel. We are seeking a talented, mature, dependable, professional office generalist / investment analyst to assist us in multiple ways. The position will encompass a variety of responsibilities in many business areas including operations and research support to investment professionals. This is NOT an administrative assistant position. Candidate should have interest, and/or experience, in investment markets, and a sincere desire to help people. This is the opportunity to learn and become an integral part of the team. An upbeat and energetic personality is desired.

For the right candidate, we would be willing to consider a flexible schedule to accommodate children’s school schedules, for instance. We encourage multi-task and talented parents or individuals, perhaps returning to the work force, to apply.

Qualification Requirements and Characteristics:

  • BA/BS degree required.
  • Experience in a professional services environment and/or financial services a plus, but not required.
  • Top organizational skills, including ability to prioritize and manage multiple assignments.
  • Excellent communication skills (i.e. verbal and written) with the ability to present information in a variety of different formats to all constituencies.
  • Strong interpersonal skills, including ability to deal tactfully, courteously and professionally with the clients, vendors, executives and staff.
  • High attention to detail and organization, and the ability to follow-through on assignments until final results are achieved.
  • Excellent problem solving skills with the ability to work independently and proactively seek guidance where appropriate.
  • Advanced proficiency in Microsoft Office programs (Word, Excel and PowerPoint) and computer skills.
  • Ability to evaluate projects analytically and distill material to present a value-added conclusion.
  • Ability to deal with sensitive information and preserve its confidentiality.
  • Reliable attendance and punctuality.

Please note, this is a non-exempt position and compensation depends on experience. We reserve the right to make employment contingent upon successful completion of Drug and Criminal Background checks. Please submit your resume and compelling cover letter by using the link provided below. Resumes submitted without a cover letter will not be considered. We look forward to hearing from you.

Do not contact this company in solicitation of any product or service.

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