top of page

Career Opportunity

Senior Investment Analyst / Associate Director of Research

​

Job Title: Senior Investment Analyst

Status: Full-Time

Salary: Based on work experience and qualifications

 

POSITION SUMMARY

The Senior Investment Analyst will serve as the key point person for the Investment Management and Research Team. The position requires a passion for investing and solid knowledge of global financial markets. This individual should have a keen interest in investment research, supporting manager research, idea and data management, client reporting, and portfolio management functions.  The Senior Investment Analyst will also serve as a key subject matter expert to 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

  • Guide investment research and due diligence of separate accounts, mutual funds, ETFs and others

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

  • Allocation research for dynamic and strategic portfolio positions, including asset classes, segments, and sectors

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

  • Operate and continually update the fund/manager selection process and platforms with the use of a thorough and systematic approach.

  • Act as a liaison and a product expert for our clients

  • Develop client relationships, coordinate and present portfolio reviews with prospective/ current clients.

  • Lead the traditional Investment Research team process with portfolio construction and asset allocation

  • Client reporting support and data management

  • Investment and operational projects as needed

  • Identify workflow/system improvements and work to enact changes

 

REQUIRED SKILLS AND QUALIFICATIONS

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

  • Series 7 and 66 registration (or successful completion of both within 120 days of hire) or series 65 registration

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

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

  • Basic data analytics. Ability to analyze and interpret data

  • Basic programming or scripting knowledge is a big plus

  • Working knowledge of SQL (ability to understand data structures and write code in SQL to extract information) is preferred

  • Student of the Financial Services Industry and Capital Markets

  • Strong proficiency with Microsoft Excel

  • Excellent quantitative and analytical skills

  • Outstanding written and oral communication skills

  • Superb critical thinking ability and demonstrated leadership experience

  • 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)

bottom of page