Career Opportunity

Investment Analyst

Job Title:  Investment Analyst

Status: Full-Time

Salary: Based on work experience and qualifications

 

POSITION SUMMARY

The Investment Analyst is an important member of the Investment Management and Research Team. The position requires a passion for investing and awareness of financial markets. This individual should have a keen interest in investment research, idea and data management, investment products.  The Investment Analyst will serve as a key support mechanism to senior investment personnel and Advisor team leadership.

 

ABOUT US

We support an investment management organization that advises to client advisor teams and their wealthy clients.  The firm’s clients include mostly accredited and qualified investor families, leading local businesses and family offices served throughout the U.S.  Our team is cohesive, collegial, fast paced and professional. Together, we provide our advisors and their clients with an extraordinarily high level of service.

 

PRINCIPAL DUTIES AND RESPONSIBILITIES

  • Support investment research, analysis and due diligence of investment products and strategies

  • Integrate key partner research in alternatives and private assets to produce a cohesive research effort for advisors

  • Support and disseminate investment and allocation research for dynamic and strategic portfolio advice, including asset classes, segments, and sectors

  • Gather and disseminate investment and product requests from team and partners

  • Work closely with the lead advisors and other members of the investment management and research team to provide world class service to our clients

  • Update both fund/manager selection data and research platforms to support investment process and partner communication

  • Act to support needs of Advisors and management with investment and custom research/analysis projects

  • Client reporting support and data management

  • Investment and operational projects as needed

  • Enact changes in research/workflow/system for investment teams

 

REQUIRED SKILLS AND QUALIFICATIONS

  • Bachelor’s degree in Finance, Economics or related field

  • 1+ years of experience in an investment analyst position, with experience in asset allocation research and decision-making

  • 1+ years of experience in a trading/due diligence/operational role for a financial services firm

  • Student of the Financial Services Industry and Capital Markets

  • Strong proficiency with Microsoft Excel

  • Excellent quantitative and analytical skills

  • Outstanding written communication skills

  • Strong critical thinking ability

  • Demonstrates ownership of tasks and projects

  • Exceptional attention to detail, accuracy, and follow-through

  • A high degree of professionalism and work ethic

  • High integrity and positive attitude

 

PREFERRED SKILLS AND QUALIFICATIONS

  • Familiarity with financial platforms and core investment software (e.g., Morningstar Direct, Fidelity WealthScape, Bloomberg, Orion, Blackdiamond, Adhesion, Albridge, eMoney)

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