What are the responsibilities and job description for the Investment Analyst position at Claire Myers Consulting?
Position Overview
Our client, a respected wealth management firm in Colorado with $120 million in AUM and a strong base of retainer clients, is seeking an Investment Analyst. This role will focus on investment research, portfolio analysis, and supporting the firm’s investment strategies. The ideal candidate is detail-oriented, analytical, and eager to contribute to a collaborative team.
Key Responsibilities
- Conduct investment research and analysis, including equities, fixed income, and alternative investments.
- Assist in developing and maintaining asset allocation strategies.
- Prepare detailed reports and recommendations for the investment committee.
- Monitor and assess portfolio performance, providing insights and suggestions for improvement.
- Support advisors with client-facing investment-related questions and presentations.
- Stay updated on market trends, economic conditions, and investment opportunities.
Qualifications
- Bachelor's degree in Finance, Economics, or a related field; CFA designation (or progress towards) preferred.
- 2-5 years of investment analysis or related experience.
- Proficiency in financial modeling and investment management software.
- Strong analytical, communication, and organizational skills.
- Ability to work independently and within a team-oriented environment.
Compensation
- $80,000 - $100,000 annually, with performance-based bonuses and benefits.
Salary : $80,000 - $100,000
