Investment Analyst

Job Summary

As an Investment Analyst, you operate in a team-based environment with responsibilities in performance reporting, investment manager due diligence, asset allocation modeling, and capital markets research. This is a full-time position with an attractive benefits package and opportunity for advancement. Salary commensurate to level of qualifications and experience.

Responsibilities and Duties

  • Production of routine (quarterly, monthly, ad-hoc) reports using Paris, Orion, Evestment, and Morningstar technologies and performance systems.
  • Data entry and reconciliation
  • Review and analyze performance and risk data
  • Perform verbal and written performance analysis and strategy descriptions
  • Maintenance and verification responsibilities on proprietary internal strategy database
  • Produce proprietary model Fact Sheets, custom client model Fact Sheets, third party manager Fact Sheets, and Portfolio Briefs
  • Maintain and update custom client investment models.
  • Work with Director of Research to maintain internal process and protocols for management of central research inbox and associated content.
  • Coordinate and schedule manager due diligence meetings in accordance with internal manager due diligence protocols.
  • Conduct routine investment manager due diligence meetings following all internal due diligence protocols as defined by Director of Research.
  • Participate in Investment Committee meetings including any associated initiatives and responsibilities.

Qualifications and Skills

  • College degree with a preference given to economics, finance, and accounting majors.
  • Interest in or progress toward the CFA designation a plus.
  • Candidate must be very numbers and detail oriented.
  • Base knowledge of financial markets and economics preferred.
  • Strong writing and communication skills preferred.


Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.

Please contact us through our contact page or send your resume and cover letter to [email protected] for consideration.