Investment Analyst - HEMPHILL EXCLUSIVE (only search firm engaged to fill this position)
One of the region’s most successful wealth management firms is adding an Analyst to their team due to consistent year-over-year growth. In this position you will work closely with the Director of Trading and their Chief Investment Officer while providing research, and a wide variety of analysis to ensure investment decisions are based upon correct data. This is a data driven position focused on research, analysis, ad hoc reporting, and quantitative analysis.
Take ownership for a broad range of responsibilities providing challenge, impact, and professional development. In this position, you will use the following tools and software: Black Diamond, FactSet Financial Data, and the DataRobot AI Platform. Previous experience with these systems or Bloomberg Terminal, or Orion Platforms is a plus but not required.
- Complete analysis in preparation for weekly trade execution to re-balance accounts creating optimal trade outcomes.
- Monitor bond maturities while forecasting weekly investible cash.
- Monitor new client deposits and investible assets across all client accounts while optimizing all investible assets.
- Review economic analysis that drives change to the industry portfolio allocation model.
- Create equity models to optimize returns based upon economic trends.
- Review all cash balances to ensure 2% target is achieved.
- Review new client portfolios while getting new clients set up in Black Diamond.
- Work closely with the Director of Trading to ensure all trades are executed accurately and within the portfolio strategy and investment guidelines.
- Conduct research and analysis on markets and products to support investment decision-making
The ideal candidate for this position is a self-motivated and inspired by intellectual challenge, analysis, and is naturally curious. In this position you will enjoy a fulfilling role within a collaborative and positive work culture. This firm values open communication and new ideas to improve efficiency.
Enjoy a generous compensation package, attractive incentive bonus, and rich benefit plan with low premium health, vision, and dental plans, an excellent 401k, and unlimited PTO plan.
To learn more about this opportunity on a confidential basis, call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com.
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