What are the responsibilities and job description for the Director, Research Analyst position at Focus Partners Wealth?
Focus Partners Wealth seeks a motivated and qualified individual for the position of Director, Research Analyst. The individual selected for this opportunity will be distinguished in academic achievement and have the highest ethical and professional standards of excellence.
Primary responsibilities for this position include:
- Perform traditional, fundamental security analysis of companies and their markets, through analysis of financial statements, review of outside research, and interaction with company and industry contacts.
- Develop and maintain a thorough knowledge of assigned sectors.
- Develop an understanding of relevant companies within assigned sectors.
- Develop and maintain a recommended list within assigned sectors and actively offer recommendations for client portfolios.
- Educate and influence others through frequent written and oral communication.
- Provide input and guidance on macroeconomic environment and portfolio construction.
Qualifications:
- The ideal candidate will have 5 years of experience in equity/investment research.
- CFA designation (or current progress towards completion) is strongly preferred.
- Bachelor’s degree in finance, economics, or accounting preferred.
- Strong understanding of equity markets, security analysis, financial modeling, asset allocation, and portfolio strategy.
- Advanced Excel proficiency, excellent communication skills, and proficiency for presenting arguments under pressure.
*Exempt
Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $175 - $200k. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package
Salary : $175,000 - $200,000
