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Investment Analyst
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-02-18
Listing for:
Addison Group
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Join a highly respected, nationally recognized wealth management firm serving ultra-high-net-worth individuals, families, and foundations. This is an excellent opportunity for a motivated Financial Analyst who wants exposure to sophisticated portfolios, complex investment strategies, and direct collaboration with experienced Advisors.
If you’re analytical, detail-oriented, and passionate about financial markets, this role offers meaningful growth and hands‑on investment experience.
What You’ll Do- Build financial models and create customized client presentation materials.
- Analyze portfolio allocations and support portfolio reallocations.
- Prepare performance reports and conduct manager research/analysis.
- Research mutual funds, separate accounts, and alternative investments.
- Perform risk/reward analysis and Monte Carlo simulations.
- Support marketing materials, pitch books, and investment commentary.
- Assist with firmwide projects and ongoing investment research.
- Bachelor’s degree in Finance, Economics, Accounting, or related field. (must have 3.7
GPA or higher) - Strong Excel and PowerPoint skills (financial modeling experience preferred).
- Working knowledge of investment markets and portfolio concepts.
- Excellent communication and organizational skills.
- High integrity, professionalism, and attention to detail.
- Self‑starter who thrives in a fast‑paced, team‑oriented environment.
This is a growth‑oriented opportunity within a collaborative and sophisticated investment environment.
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