Investment Analyst-Chevy Chase, MD

Investment Analyst

Location: Chevy Chase, Maryland

We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a client‑focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment strategy within a fiduciary framework.

Working closely with the Chief Investment Officer, the Investment Analyst will play a critical role in supporting investment decisions across client portfolios. This position offers hands‑on experience across asset allocation, manager due diligence, equity research, and portfolio analytics, with an emphasis on disciplined risk management and long‑term client outcomes.

Investment Research & Strategy

• Conduct fundamental research on public companies, asset classes, and investment strategies relevant to long‑term wealth management portfolios.
• Support macroeconomic and capital market research used in asset allocation and portfolio positioning.
• Generate research insights that enhance portfolio construction and manager selection decisions.

Financial & Quantitative Analysis

• Build and maintain financial valuation models (DCF, comparables, precedent transactions) to support equity and investment analysis.
• Develop and maintain quantitative models for portfolio monitoring, risk analysis, and performance evaluation.
• Utilize Bloomberg BQL extensively and leverage Python (or R) to analyze datasets, automate workflows, and enhance investment reporting and monitoring.

Portfolio Management Support

• Assist with portfolio rebalancing, implementation, and monitoring across client accounts.
• Analyze portfolio performance, attribution, risk exposures, and consistency with investment policy objectives.
• Identify opportunities to improve portfolio efficiency, diversification, and risk‑adjusted returns.

Manager Research & Due Diligence

• Support due diligence and ongoing monitoring of third‑party investment managers and strategies.
• Analyze performance, risk metrics, and qualitative factors across asset classes.

Client & Advisor Support

• Contribute to quarterly investment outlooks, client communications, and investment commentary.
• Help translate complex investment concepts into clear, client‑friendly materials for advisors and clients.
• Provide analytical support to the advisory team on investment‑related inquiries.

Trading & Investment Operations

• Provide analytical and execution support related to trading, portfolio transitions, and operational processes.

Collaboration & Professional Standards

• Collaborate closely with investment, advisory, and operations teams to support a unified client experience.
• Uphold the highest standards of professionalism, fiduciary responsibility, and regulatory compliance.

Education & Experience

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• 4–7+ years of experience in wealth management, investment management, or financial services.
• CFA® candidate or strong interest in pursuing the designation.

Technical & Analytical Skills

• Strong financial modeling and valuation experience.
• Demonstrated quantitative skills with the ability to work comfortably with complex data.
• Experience using Bloomberg BQL is required.
• Python experience is highly desired for data analysis, modeling, or automation (R acceptable).
• Advanced Excel skills; proficiency in PowerPoint for investment and client communications.

Investment Knowledge

• Solid understanding of financial markets, asset allocation, portfolio management, and performance attribution.
• Familiarity with a multi‑asset, long‑term, goals‑based investment approach.

Personal Attributes

• Highly detail‑oriented with strong time‑management and multitasking abilities.
• Intellectual curiosity and a disciplined, analytical mindset.
• Self‑motivated and accountable, with the ability to independently drive projects to completion.
• Strong written and verbal communication skills.
• Collaborative team player who thrives in a client‑centric, high‑standards environment.

This role offers a clear growth path within a sophisticated wealth management investment team. The Investment Analyst will benefit from close mentorship, increasing responsibility, and exposure to portfolio strategy and client‑facing investment discussions over time. The firm is committed to long‑term development and values analytical excellence, thoughtful risk management, and continuous learning.