Investment Analyst

Accountabilities:

• • Conduct thorough research and due diligence on external investment managers, strategies, funds, and investment vehicles.
  • Perform recurring manager searches across a variety of asset classes to identify suitable investment opportunities.
  • Maintain relationships with fund and investment management firms to obtain updates on strategy, performance, positioning, and other relevant developments.
  • Analyze investment managers and present research findings, recommendations, and supporting analysis to senior investment leadership and relevant councils.
  • Develop efficient portfolios and portfolio models designed to address different investment objectives and risk profiles.
  • Provide clear and timely information to Portfolio Managers regarding investment manager selections, portfolio construction decisions, and tactical changes.
  • Prepare and maintain detailed documentation supporting investment research, manager selection, portfolio decisions, compliance, and audit requirements.
  • Review non-approved assets transferred in-kind into new accounts and conduct annual reviews of such holdings.
  • Monitor investment and market developments to support informed recommendations and ongoing portfolio oversight.

  Requirements:

  • Bachelor’s degree in finance, economics, business, or a related discipline is required; a graduate degree is preferred.
  • 6+ years of professional investment experience, with significant exposure to investment manager research and due diligence.
  • CFA designation or progress toward the CFA designation is preferred.
  • Strong analytical capabilities, with the ability to evaluate investment managers, strategies, performance, and portfolio construction considerations.
  • Excellent verbal and written communication skills, with the ability to translate complex investment analysis into clear recommendations.
  • Ability to present research findings and investment recommendations effectively to senior stakeholders.
  • Strong organizational skills and attention to detail, particularly when preparing documentation for compliance and audit purposes.
  • Demonstrated ability to work independently while contributing effectively within a collaborative investment team.
  • Sound judgment, critical thinking, and a disciplined approach to investment research and decision-making.
  • Ability to successfully complete required criminal background and credit checks.
  • This is a full-time, non-remote position and requires the ability to work on-site.

  Benefits:

  • Competitive annual salary range of $72,892 to $87,329 USD.
  • Full-time employment in an investment-focused wealth management environment.
  • Opportunity to contribute directly to investment manager selection and portfolio construction decisions.
  • Exposure to a broad range of asset classes, investment strategies, and external investment managers.
  • Opportunities to present research and recommendations to senior investment leadership.
  • Professional growth through hands-on investment research, portfolio modeling, and manager due diligence experience.
  • Exempt position under applicable FLSA classification.
  • Equal opportunity workplace committed to providing reasonable accommodations for qualified individuals with disabilities.