Junior Investment Analyst

Description

One Ascent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don t take ourselves too seriously. We re a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall):
Kingdom-Focused Excellence
, Humble (Big Team, Little Me),
Hungry (Committed, Can-Do Attitude),
Smart (Competent and Accountable),
Client s Needs First—Always
.

• Gather and analyze financial data, market information, and economic indicators.
• Conduct preliminary research on securities, asset classes, and investment managers.
• Maintain databases and research files to support investment decision-making.
• Prepare data summaries and basic analytical reports for senior team members.

• Assist with portfolio monitoring, performance tracking, and rebalancing activities.
• Support trade execution and settlement processes.
• Help maintain investment models and ensure data accuracy across systems.
• Coordinate with operations team on account housekeeping and client reporting.

• Build foundational knowledge of investment analysis, portfolio construction, and capital markets.
• Study for and obtain Series 7 and 63 licenses if not already held.
• Work toward CFA Level 1 or progress through CFA program.
• Develop proficiency in Bloomberg, Fact Set, and portfolio management systems.

• Bachelor s degree in finance, economics, accounting, or related field. 0-2 years of investment or financial analysis experience.
• Strong quantitative and analytical skills with attention to detail.
• Proficiency in Excel and financial modeling.
• Series 7 and 63 licenses (or ability to obtain within 6 months).
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

• CFA Level 1 candidate or passed.
• Internship experience in investment management, research, or portfolio analysis.
• Familiarity with Bloomberg, Fact Set, or Morningstar.
• Coursework or experience in investment analysis, portfolio theory, or financial statement analysis.