What are the responsibilities and job description for the Investment Analyst position at Confluence Financial Partners?
Job Overview
We are seeking a detail-oriented and analytical Investment Analyst to support our team in portfolio trading activities, investment due diligence, and financial database management.
The ideal candidate will have strong technical skills, an understanding of financial markets, and operational efficiency expertise.
The Investment Analyst will collaborate with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and database operations.
Responsibilities:
- Facilitate trade execution and maintain accurate records of trade activities.
- Collaborate with the Chief Investment Officer and Wealth Managers to implement trade strategies efficiently.
- Assist in performing due diligence on current and prospective investments and investment strategies.
Key Qualifications:
- Minimum two years' experience in wealth management or a related field.
- Progress toward the CFP or CFA designation preferred.
Working Conditions:
This is a full-time position reporting to the Chief Investment Officer.
The role can be based in Sewickley, PA, or Pittsburgh, PA.
Benefits:
- Health, Vision, and Dental Insurance
- Employee Assistance Program (EAP)
- Paid Time Off (PTO)
- 401(k) Plan
- Maternity/Paternity Leave
- Short-Term Disability Insurance
- Life and Long-Term Disability Insurance (available for purchase)