Investment Analyst
$75,000–$85,000 year
Hybrid · Phoenix, Arizona, United States or Fairfield, Iowa, United States
Job Summary
Investment Analyst is responsible for supporting the Investment Products & Research team with research and due diligence across Liquid Markets (Equities and Fixed Income), Structured Products, and Alternatives. Responsibilities include tracking and evaluating investments, preparing investment memos and market update materials, collecting and validating financial data from multiple sources, collaborating with client solutions and performance teams, and assisting with governance and regulatory reporting. The role requires excellent analytical, problem-solving, and communication skills, with aBachelor’s degree in Finance/Economics/Business and 2+ years of relevant experience; FINRA Series 7 license is preferred. The position is hybrid in-office 3x/week in Phoenix, AZ or Fairfield, IA.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field
- 2+ years of experience in investment analysis, performance reporting/analysis or similar
- Demonstrated understanding of investment products and capital markets
- FINRA Series 7 license preferred
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