Research Analyst

Job Summary: The Research Analyst will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation to support our local portfolio managers. You will work as part of a specialized team that manages portfolios on a discretionary basis and assists advisors with investment planning, prospective client presentations, portfolio implementation, and ongoing portfolio monitoring. The ideal candidate is a detail-orientated self-starter who thrives working as part of a professional team. A dedication to performing operational tasks with precision and addressing internal or client needs with a technically accurate and concierge-like approach is vital to the success of this position.Essential Duties And ResponsibilitiesPerforms fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfoliosAnalyzes macro- and microeconomic data that drives the construction of asset allocation modelsPerforms data compilation and generates research reports for investment team useAssists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendationsAssists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributionsProvides client service functionsSkillsStrong verbal and written communication skillsExcellent organizational skillsConducts himself/herself with integrity in a responsible, professional manner and appearanceRequired Education And ExperienceBachelor’s degree in a finance-related field preferred0 - 3 years experience in the financial services industryAdvanced proficiency in Microsoft Excel and PowerPoint; proficiency with financial data platforms (e.g., Bloomberg)Series 65, Chartered Financial Analyst® (CFA®) charterholder and/or CFP® certificate (or willingness to pursue)We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.EOE M/F/D/V