Investment Analyst
Fulltime • Newport Beach
Location
This fulltime position is located in our Newport Beach, California office. Here at Canterbury, we provide a hybrid work schedule for the majority of our employees. Employees are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, while having the option to work either remote or in the office on Mondays and Fridays.
This fulltime position is located in our Newport Beach, California office. Here at Canterbury, we provide a hybrid work schedule for the majority of our employees. Employees are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, while having the option to work either remote or in the office on Mondays and Fridays.
About Canterbury Consulting
Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families. Our clients invest in both traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets (commodities, real estate, etc.). Canterbury customizes each client's portfolio based on their needs, wants, risk preferences and liquidity requirements.
Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families. Our clients invest in both traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets (commodities, real estate, etc.). Canterbury customizes each client's portfolio based on their needs, wants, risk preferences and liquidity requirements.
Canterbury Consulting was named one of the Best Places to Work by the Orange County Business Journal for the last 4 years, and Best Places to Work in Money Management by Pensions & Investments for the last 3 years.
Investment Analyst at Canterbury Consulting
When you join Canterbury as an Investment Analyst, you will be exposed to all aspects of the institutional investment industry. You will have a direct impact on the investment success of foundations, endowments, and families through your work on asset allocation, manager selection, investment analytics, performance reporting, and investment execution. On every task, you will look at decisions from the investor’s perspective. You will learn how to ask the right questions, find the right answers, and then use quantitative and qualitative frameworks to develop solutions for our clients. Starting on your first day at Canterbury Consulting, you will be an integral part of the process in helping clients achieve investment success.
When you join Canterbury as an Investment Analyst, you will be exposed to all aspects of the institutional investment industry. You will have a direct impact on the investment success of foundations, endowments, and families through your work on asset allocation, manager selection, investment analytics, performance reporting, and investment execution. On every task, you will look at decisions from the investor’s perspective. You will learn how to ask the right questions, find the right answers, and then use quantitative and qualitative frameworks to develop solutions for our clients. Starting on your first day at Canterbury Consulting, you will be an integral part of the process in helping clients achieve investment success.
The Investment Analyst position at Canterbury is a challenging and rewarding role for the right individual. At Canterbury, we expect our Investment Analysts to learn at a fast pace in a demanding environment, and to take advantage of the many opportunities to grow professionally. In addition to your hands-on daily work, you will have the opportunity to pursue the CFA Charter, join in internal investment committee and investment manager due diligence meetings as well as attend formal training sessions designed to bolster your knowledge of the investment landscape.
Key Responsibilities:
- Collaborate with senior investment consultants on the production of client deliverables such as performance reports, asset allocation studies, investment manager searches, and portfolio analyses
- Coordinate new account setup with client, custodian, manager, and brokerage firm (includes preparing all paperwork, letters, trade tickets, etc.). Work closely with the Client Services department to implement all changes on a timely and accurate basis
- Act as the primary contact person for Client Services and ensure that client requests are completed in a timely and accurate manner
Qualifications:
- Intellectual curiosity and a strong interest in the financial markets
- An extremely high level of attention to detail and quality
- The ability to multi-task, balance competing priorities, and meet deadlines
- Excellent written and oral communication skills
- Strong analytical abilities
Education:
- A degree in finance, economics, or a related field
Benefits
- Benefits package include: medical, dental, life, disability, and vision insurance
- 401k program with a company match
- Profit sharing plan
- CFA, CAIA, and other professional certifications sponsorship
- 11 paid holidays and 17 days of Paid Time Off (PTO) the first year of employment
- Flexible schedule options
Compensación: $70,000.00 - $75,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA with 65+ employees. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2023, 2022, 2021 and 2020.
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