Elevation Point (formerly Mount Yale Capital Group, LLC ) was founded in 1999 and together with its affiliates manages approximately $3.5 billion in assets for institutional and private clients worldwide. We focus on delivering diversified multi-manager solutions using a variety of investment strategies and investment vehicles for our institutional and high net worth clients. Our affiliate is a family of liquid alternative mutual funds.
Elevation Point is seeking a full-time, entry level Investment Analyst to support senior team members in day-to-day activities and longer-term projects.
Position Requirements:
• Bachelor’s Degree in Business or a related field
• Proficiency in Microsoft Excel, PowerPoint and Publisher
• Working knowledge of Bloomberg Terminal preferred
• Passion for finance and investing
• Prior work experience in a similar role is preferred.
Job Description/Duties:
• Assist in the research of potential managers as well as due diligence on current managers
• Production of marketing materials
• Assist in the development of asset allocation models
• Assist in numerous investment related research and financial analysis projects
• Ongoing portfolio analysis tasks
Skills, Abilities and Personality Traits:
• Extreme attention to detail
• Strong work ethic
• Strong communication skills
• Critical thinking skills
• Outgoing, business-like personality
• Ability to work independently