What are the responsibilities and job description for the Investment Analyst position at Prime Capital Financial?
Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a tangible impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. We are seeking a motivated Investment Analyst to join our rapidly growing firm. Our standards are to be the very best. If you’re ready to meet the challenge of building something great, we want to hear from you
Prime Capital Financial
Prime Capital Financial is a Registered Investment Advisor (“RIA”) with $25 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 70 offices throughout the country. Prime Capital Financial operates primarily through 3 brands. Prime Capital Wealth serves over 15,000 individual wealth management households and provides various services, from financial planning to investment management. Prime Capital Retirement delivers retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants. Prime Capital Wellness provides financial wellness, education, asset management services to retirement participants, and data analytics services to employers.
Position Overview
Prime Capital Financial presently has a ten-person investment and trading team responsible for managing or advising on over $30B of client assets across a variety of strategies, asset classes, and portfolios. In anticipation of continued rapid AUM growth, investment product development, and investment process scaling, the team is seeking to hire an additional investment analyst for our portfolio management unit. The investment analyst would become an integral high-performing team member and support several critical investment analysis and portfolio management activities.
Duties and Responsibilities
The Investment Analyst will be instrumental in scaling the delivery and management of customized investment solutions for our PFW and PFR advisors. This will involve developing efficient and repeatable research processes across qualitative and quantitative areas, including market, economic, sector, company, fund, and manager analysis. Portfolio management responsibilities may be an element of this role, depending on the candidate's experience and capabilities. Additionally, the analyst will collaborate with the investment team and advisors to standardize and systematize the creation of investment recommendations and strategies tailored to specific client needs while delivering ongoing to the firm’s nearly 200 advisors.
Personal Competencies & Attributes
- Bachelor’s Degree in finance, accounting, or economics
- Strong personal interest in financial markets and investing
- Excellent verbal and written communication skills
- High quality of work standards and attention to detail
- Strong work-ethic, internal-motivation, and ability to learn new skills and competencies
- Experience with Microsoft Excel, Microsoft PowerPoint
Compensation
A competitive compensation package will be provided, including:
- Strong Base Compensation
- Competitive Variable Compensation
- Competitive Benefits Package
The compensation plan details will be custom-designed to meet the needs and experiences of qualified and interested candidates.
