Investment Analyst (Mid-Level)
- Remote, United States
- Mid-level
- Posted 5 days ago
or apply from Claude / ChatGPT / Muse
Mid-level analyst supporting portfolio research, modelling and reporting for enterprise investment portfolios. Office-based four days a week.
About the role
The work keeps investment analysis and reporting accurate and on time for stakeholders. It also covers second and third line defence requests such as audits, risk control self-assessments and control testing.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Asset allocation, Benchmarking, Fixed income, Alternatives, Risk Control Self-Assessments, Microsoft Products
- Posted
- 24 Oct 2026
- Last checked
- 28 Oct 2026
What you will do
- Research and run statistical analysis on investment portfolios
- Handle recurring and ad hoc analysis, track market trends and compile data
- Prepare reports and presentations on performance, risk and attribution
- Support audits, risk control self-assessments and control testing
- Help onboard new asset managers alongside other stakeholders
What they look for
- A bachelor's degree, or four years of relevant education and experience
- Four years of financial analysis in the investment or financial services industry
- Knowledge of fixed income, equity or alternative asset classes
- Familiarity with regulatory and compliance rules
Nice to have
- US military experience
- Proficiency with Microsoft products
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
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- In Claude, open Settings, then Connectors, and choose Add custom connector.
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Muse
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- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job kcdhsafqlvQuestions about this job
Is this job fully remote, and from where?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a mid-level role. The posting asks for: a bachelor's degree, or four years of relevant education and experience; four years of financial analysis in the investment or financial services industry; knowledge of fixed income, equity or alternative asset classes. Skills it names include Asset allocation, Benchmarking, Fixed income, Alternatives.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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