Research Analyst

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  Performs fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfolios

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  Analyzes macro- and microeconomic data that drives the construction of asset allocation models

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  Performs data compilation and generates research reports for investment team use

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  Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations

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  Assists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributions

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  Provides client service functions

• Strong verbal and written communication skills

• Excellent organizational skills

• Conducts himself/herself with integrity in a responsible, professional manner and appearance

• Bachelor’s degree in a finance-related field preferred

• 0 - 3 years experience in the financial services industry

• Advanced proficiency in Microsoft Excel and PowerPoint; proficiency with financial data platforms (e.g., Bloomberg)

• Series 65, Chartered Financial Analyst® (CFA®) charterholder and/or CFP® certificate (or willingness to pursue)

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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