What are the responsibilities and job description for the Research Analyst position at RWA Wealth Partners LLC?
Job Description
Job Description
Organization
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The Research Analyst is a motivated and detail-oriented individual who will contribute to the security selection process for the firm’s internal stock strategies. This role is also responsible for contributing to, and sometimes leading, projects for the senior investment committee and assisting client-facing colleagues with information and client requests.
Responsibilities
- Work with research team to monitor existing holdings and generate new ideas, including direct responsibility for individual equities within the portfolios.
- Perform fundamental, technical, and macro analysis on securities for current and potential portfolio investments.
- Ability to synthesize large amounts of information and communicate (both verbally and in writing) in clear and succinct manner.
- Coordinate and disseminate investment and performance information to the research team and overall organization.
- Research ad hoc projects as requested by the senior investment committee.
- Present investment topics at the IC meetings.
- Provide support to client facing team with individual stock questions or other ad hoc requests.
- Actively participate in the investment conversation—particularly, at the weekly investment team meetings.
- Update and maintain reports and proprietary tools that are part of the research team’s investment process.
- Propose trade ideas to portfolio managers.
- Attend client events.
- Develop new research tools.
Education, Experience and Qualifications
Compensation
The anticipated base salary range for this position is $90,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Salary : $90,000 - $120,000
