What are the responsibilities and job description for the Investment Analyst position at Segment Wealth Management, LLC?
About Us:
We are one of the largest and fastest-growing independent wealth management firms in Houston, TX, serving high-net-worth and ultra-net-worth clients. Our firm is built on a foundation of excellence, thought leadership, and a commitment to personalized service. This role offers the opportunity to join a dynamic team and build a career path toward becoming a financial advisor while contributing to multiple facets of the firm.
Position Overview
We are seeking an experienced but early-career Investment Analyst to support our investments, trading, and operations functions. This is a multifaceted role that offers exposure to various aspects of wealth management, with a pathway toward becoming a financial advisor as experience and expertise grow.
As part of our team, you will collaborate closely with advisors, operations staff, and the investment committee to deliver exceptional service and insights to our clients. The ideal candidate is detail-oriented, proactive, and passionate about learning the intricacies of wealth management.
Key Responsibilities
Investment Function Support:
- Conduct research on investment opportunities, including equities, fixed income, and alternative investments.
- Maintain GIPS composites and reports for internally managed equity and fixed income portfolios.
- Prepare market commentary, investment reports, and client portfolio reviews for advisors.
- Assist in developing and maintaining asset allocation models and investment strategies.
- Participate in investment committee meetings and contribute to discussions on market trends and portfolio decisions.
Trading & Operations Support:
- Execute daily trading activities, including rebalancing portfolios and processing client-directed trades.
- Maintain accurate records of trades and ensure compliance with firm policies and regulatory requirements.
- Monitor account activity, cash flows, and investment allocations to ensure portfolios align with client objectives.
- Assist with onboarding new clients, including preparing account paperwork and coordinating with custodians.
- Support the operations team in maintaining client account accuracy and resolving issues as they arise.
Path to Financial Advisor program:
- Build relationships with clients under the guidance of senior advisors.
- Shadow advisors during client meetings to gain exposure to client interactions and planning discussions.
- Gradually transition into client-facing responsibilities as experience and knowledge grow.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- 2–5 years of experience in financial services, wealth management, or investment analysis
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Proficiency in Microsoft Office Suite; experience with financial software such as Morningstar, FactSet, Black Diamond, or WealthBox is a plus.
- FINRA Series 65, or ability to obtain within 12 months of hire.
- CPWA, CFA or similar designation preferred, or a willingness to pursue.
- Exceptional attention to detail, analytical skills, and ability to work in a fast-paced environment.
- Excellent communication skills and a client-focused mindset.
Why Join Us?
- A Great Firm: we have a culture that values working hard and being nice; it’s a great place to build a career.
- Career Growth: The analyst role provides a board exposure to the wealth management business while providing a path to a financial advisor position.
- Dynamic Environment: Work across trading, operations, and investments to gain broad exposure to wealth management.
- Equity Potential: Join a firm with opportunities for long-term economic upside and ownership potential.
- Thought Leadership: Leverage our firm’s extensive content and educational tools to deepen your expertise and impact.
We are committed to investing in talented individuals who share our passion for excellence and personalized client service. If you are ready to launch a rewarding career in wealth management, we would love to hear from you!