Lead impactful investment strategies at a growing wealth management firm. Collaborate with senior leadership on portfolio optimization and asset allocation. Enjoy competitive benefits and opportunities for career advancement.
Senior Investment Analyst
in Financial Services PermanentJob Detail
Job Description
Overview
- Contribute to a dynamic investment team within a growing wealth management firm.
- Collaborate closely with the CEO/CIO to enhance portfolio strategies and asset allocation.
- Engage in research and analysis of investment opportunities across diverse asset classes.
- Participate in investment committee discussions and decision-making processes.
- Develop internal research materials and contribute to operational efficiency improvements.
- Foster a culture of innovation and collaboration within the investment team.
- Opportunity for professional growth and advancement within an entrepreneurial environment.
- Competitive compensation package including performance-based bonuses and equity participation.
Key Responsibilities & Duties
- Assist in developing and executing firmwide investment strategies and portfolio frameworks.
- Lead research initiatives for special situation investment opportunities.
- Identify and evaluate investment opportunities aligned with client objectives.
- Contribute to portfolio modeling, risk management, and dynamic asset allocation decisions.
- Collaborate across teams to enhance investment reporting and operational efficiency.
- Mentor junior team members and promote a culture of discipline and curiosity.
- Utilize market analytics tools to support investment research and decision-making.
- Participate in client advisory discussions to align investment strategies with client goals.
Job Requirements
- Bachelor of Science degree in finance, economics, or a related field.
- 5–15 years of experience in investment management or portfolio strategy.
- Strong expertise in multi-asset class portfolio construction and risk management.
- Proficiency with market analytics tools such as Bloomberg or similar platforms.
- Exceptional analytical, quantitative, and qualitative research skills.
- CFA or MBA preferred but not required.
- Excellent communication and collaboration abilities with high professional integrity.
- Ability to thrive in a collegial and intellectually curious environment.
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