Position Summary
The Investment Analyst position involves assisting our advisors in meeting all our clients’ investment related needs, providing thoughtful and informed analysis on portfolio positions, and helping make investment recommendations to the Investment Committee.
Level
Entry/Mid/Senior
Candidate Characteristic/Disposition
The ideal candidate must be detail and service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment. Applicant should have a mindset geared towards markets and investing, be team oriented, and possess strong communication and interactive skills.
Essential Functions Statement(s)
- Creating portfolio analysis reports for existing and prospective clients using tools such as Morningstar Direct.
- Preparation of in-depth portfolio allocation proposals that includes tax analysis, yield analysis, economic and market impacts on current positioning with recommended changes.
- Assist with any activities necessary regarding our Portfolio Management Software
- Presentation of research data in weekly and monthly investment committee meetings
- Assist with preparation of monthly newsletter and special notices
- Responsible for monitoring existing model strategies and positions as well as recommending new ideas
- Support Chief Investment Officer, analyst team, and advisors on other investment and research related projects as needed
- Creating/updating review package materials for advisors
- Assist with due diligence of existing and future fund managers in both public and private markets
- Ability to understand and communicate alternative investment strategies
- Assist with maintenance and execution of trades needed in Trading / Rebalancing software
- Maintain and update alternative investment information and materials
- Facilitate communication and meeting scheduling with vendors, wholesalers, and fund managers
Instructions for applying for this position:
Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Thank you.
Skills & Abilities
Education: Bachelor’s degree in accounting, Finance, or Economics; preferred
Experience: 0-5 years financial service or other relevant experience preferred. Pursuing or completion of the CFA® Program.
Computer Skills
Extensive background in Windows and Microsoft Office (Outlook, Word, Excel, and PowerPoint). Preferred but not required: Morningstar, OneNote, Teams.
Job Status: Full time
FLSA Status: Exempt
Position Eligible for Telework: Yes
Department: Investment Management
Work Schedule:
M-F; hours may vary by day between 8:00AM – 5:00PM
This position is located in Plano TX.
Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available.
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.
