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Investment Analyst
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Full-time
- About Us: LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.
- Job Description: Join our dynamic team as an Investment Analyst, where you'll play a pivotal role in shaping the future of retirement investing.
- In addition to conducting investment manager due diligence and generating proposal reports, you'll also be responsible for maintaining and improving our proprietary statistical models.
- This role is in person at our office in Austin, TX. Responsibilities: Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
- Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
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