Investment Analyst
Job in
Hoover, Jefferson County, Alabama, USA
Listed on 2026-02-19
Listing for:
OneAscent Wealth Management, LLC
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Portfolio Manager, Corporate Finance
Job Description & How to Apply Below
Who We Are
One Ascent is a family of companies committed to helping people align their financial decisions with their values— We take our mission seriously and approach our work with humility. 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:
- Kingdom-Focused Excellence, Humble (Big Team, Little Me)
- Hungry (Committed, Can-Do Attitude)
- Smart (Competent and Accountable)
- Client’s Needs First—Always
- Reports To: Senior Portfolio Manager
- Job Type: Full Time
- Conduct comprehensive research and analysis on securities, asset classes, and investment managers.
- Develop investment recommendations based on fundamental and quantitative analysis.
- Support portfolio managers with portfolio construction, performance attribution, and risk analysis.
- Monitor existing holdings and identify opportunities or concerns.
- Prepare investment commentary, performance reports, and client communications.
- Present research findings and recommendations to investment team.
Required Qualifications
- Bachelor's degree in finance, economics, or related field. 2-4 years of investment research or analysis experience.
- Strong financial modeling and analytical skills.
- Series 7 and 63 licenses (or ability to obtain).
- CFA Level 1 candidate or charter holder.
- CFA Level 2 or Charter.
- Buy-side research experience.
- Advanced Excel and data analysis skills.
- Experience with Bloomberg or Fact Set.
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