Financial Analyst: Investment Advisory Group; Winter

Financial Analyst:
Investment Advisory Group (Winter/Spring 2026)

Recruitment began on December 17, 2025

and the job listing Expires on January 17, 2026

The analyst is responsible for supporting his/her teams with client/prospect presentation materials, reports, and more. The following is a list of specific responsibilities:

• Constructing financial models, preparing standard presentation materials, and producing customized analysis/presentations for complicated account structures.
• Understanding, researching, and providing information to Advisors regarding prospects and clients’ current portfolio structure and investments.
• Creating and producing multi-manager performance reports.
• Researching and providing information regarding products such as mutual funds, separate accounts, and alternative investments.
• Reallocating client portfolios and interfacing with operations and product teams to reflect advisor decisions in client portfolios.
• Gaining knowledge and understanding of processes and operational procedures related to client investing.
• Creating and/or updating marketing materials for the firm (e.g., proprietary strategies, multi-manager, stock market balance sheet, index returns page, pitch book materials).
• Constructing risk-reward analyses, running Monte Carlo simulations, and performing manager performance analyses on Morningstar Direct.
• Completing Special/Firm projects as assigned (e.g., research manager returns, committee support, staff meeting support, etc.).
• Achieving complete knowledge and understanding of the markets, investment strategies offered at the Firm, and more.
• Understanding of principles, practices, and regulatory requirements of the Firm.

The ideal candidate should possess the following attributes:

• High degree of personal integrity and high personal work ethic, coupled with the ability to earn and inspire respect and confidence among peers, subordinates, and senior management.
• Highly intelligent, quick, team-oriented, personable, and creative.
• Strong interpersonal and management skills. Superior written and oral communication skills.
• Superior multi-tasking and organizational skills.
• Aggressiveness in meeting commitments; results driven.
• Good judgment and discretion working with highly confidential information.
• Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse. Comfortable working without a lot of direction.
• Demonstrate a strong interest in the financial markets, possess a working knowledge of the investment world, and be a highly motivated team player.