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Investment Analyst
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Full-time
- The Investment Analyst position is an integral component of the Analytics team.
- The team provides detailed reporting, due diligence and in-depth analytics to the advisors and consultants at Heck Capital who serve high net worth individuals, corporations, foundations, endowments, defined contribution, and defined benefit plans.
- The Analyst will work closely with the professionals on the team with a focus on supporting other analysts and assisting with client reporting, manager due diligence and manager searches, etc.
- Performs daily operation of portfolio management software including analysis and data input.
- Series 65 examination is required to be taken within approximately 120 days from employee start day (completion of examination is required for position)
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