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Form of workA nationally recognized, independent, fee-only RIA is looking for a driven professional with an appetite for growth and passion for the markets to serve as their Trading & Investment Research Analyst. To fulfill their fiduciary duty, every team member is committed to acting in their clients’ best interest, which has largely contributed to their unique company culture and 97%+ client retention since 2001. By fostering an innovative approach to hiring and supporting their employees, they strongly advocate professional growth with a solid career path for each position and have a track record of keeping that promise. Over the last two decades alone, they have celebrated 22 internal promotions with an average employee tenure of 8.25 years across their current team of 32 members. The firm's dedication to make each employee feel valued, appreciated, and supported is also evident through the offerings they provide, including:
*Work-Life Integration* - A Hybrid-Remote Work Schedule, Generous Paid Time Off with 21 additional paid holidays and 8 days the office closes early, Parental Leave, Employee Assistance Program, and more!
*Competitive Compensation Packages* - A Base Salary plus Incentive Plans, Retirement Plan, 401(k) & 401(k) Match, and Tuition Reimbursement.
*Exceptional Insurance Packages* - 100% Medical, Dental, and Vision Insurance Premiums paid for Employees, Spouses, and Dependents, an HSA, and Life, Short-Term, and Long-Term Disability Insurance.
Key Responsibilities:
This team member will conduct portfolio administration, including participating in the firm’s trading and rebalancing process, and support the Investment Committee’s Investment Research function. This position will assist other investment professionals and the Investment Committee in many aspects of the firm’s investment activities. This team member is expected to have a strong attention to detail, demonstrate analytical skills, and collaborate with team members.
Requirements:
- Bachelor's degree with a preferred concentration in Accounting, Finance or Economics or exposure to an Applied Security Analysis Program
- Must obtain Series 65 license within six months of start date to become Investment Advisor Representative
- Willingness to pursue CFA, CIPM, CAIA, CMT or similar designation
- A strong desire to learn new, proprietary tools and processes
- Outstanding communication skills, both verbal and written
- Highly proficient with Microsoft Office (Excel, Word, Outlook) and other software applications
- Demonstrated professional track record of operating in alignment with our organizational values of: Guarding confidentiality; Being accountable; Collaborating for the common good; Striving to continually add value; Intentionally focusing on results; and Being compassionate & empathetic.
