Senior Investment Analyst

We are seeking a Senior Investment Analyst to join our centralized investment platform and play a critical role in shaping the firm’s investment architecture. This position is ideal for a highly analytical, intellectually curious professional who thrives in a multi-asset, institutional-quality environment. You will contribute to research, oversight, analytics, and implementation across both traditional and alternative strategies, ensuring our platform remains scalable, consistent, and aligned with firm-wide model guidelines.

This is a fully onsite role based in Overland Park, KS, offering significant exposure to senior leadership, the Investment Committee, and advisors across the organization.

• Conduct ongoing monitoring, re-underwriting, and documentation of platform strategies
• Perform advanced due diligence across ETFs, SMAs, private credit, private equity, real estate, hedge funds, and structured products
• Execute performance attribution, benchmark comparisons, dispersion analysis, and peer group evaluations

• Build and maintain dashboards and reporting tools using Fact Set, Morningstar, Excel, and Python
• Support GIPS compliance, composite management, and performance standards

• Contribute to M&A integration, including asset mapping and migration
• Develop scalable, programmatic workflows for trading and operations

• 2–5 years of experience in Asset Management or Wealth Management
• Strong exposure to multi-asset class investing, including alternatives
• Hands-on experience with Fact Set, Morningstar Direct, or similar institutional research platforms
• Demonstrated experience with performance attribution and portfolio analytics
• Advanced Excel skills; familiarity with Python or other programmatic tools is a plus
• CFA designation or active candidacy highly preferred