What are the responsibilities and job description for the Investment Analyst - Altium Wealth Management position at Hightower Advisors?
Your Future Team
We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium is seeking an Investment/Financial Analyst. This position is responsible for researching, modeling, analyzing, and preparing reports of various financial solutions for the firm’s clients and financial advisors This role will focus on analyzing the impact of various client financial outcomes based on financial and investments strategies and decisions.
If you excel at analyzing data and thrive in a dynamic, high-speed work setting, this role is perfect for you!
Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We strongly believe everyone possesses a unique, a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
Please note this position requires you to be in the office Monday-Friday
What You’ll Do
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium is seeking an Investment/Financial Analyst. This position is responsible for researching, modeling, analyzing, and preparing reports of various financial solutions for the firm’s clients and financial advisors This role will focus on analyzing the impact of various client financial outcomes based on financial and investments strategies and decisions.
If you excel at analyzing data and thrive in a dynamic, high-speed work setting, this role is perfect for you!
Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We strongly believe everyone possesses a unique, a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
Please note this position requires you to be in the office Monday-Friday
What You’ll Do
- Create investment analytics and proposals.
- Provide detailed investment and financial performance reporting.
- Build out financial planning, Monte Carlo, and other future cash-flow models.
- Create/maintain aggregation portal of client’s balance sheet and income statements.
- Analyze/prepare financial reports for life insurance and other financial strategies.
- Document client scenarios and advice provided to clients.
- Bachelor’s degree preferred.
- One to three years financial services experience.
- Very strong attention to detail and strong organization skills
- Will to work or working towards CFA or CFP designation.
- Strong Excel skills
- Experience with the following tools is preferred: Black Diamond, eMoney, Bloomberg, Salesforce, Morningstar or other planning and analytic tools.
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks) for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary is $75,000-$85,000 plus bonus (exact amount dependent on experience)
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Salary : $75,000 - $85,000
