Investment Analyst

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.

• 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.