Job Description
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 Responsibilities: Performs fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfolios Analyzes macro- and microeconomic data that drives the construction of asset allocation models Performs data compilation and generates research reports for investment team use Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations Assists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributions Provides client service functions Skills: Strong verbal and written communication skills Excellent organizational skills Conducts himself/herself with integrity in a responsible, professional manner and appearance Required Education and Experience: Bachelor's degree in a finance-related field preferred 0 - 3 years experience in the financial services industry Advanced proficiency in Microsoft Excel and Po