Senior Research Analyst, AVP
$85,000–$85,000 year
On-siteGreenwood Village, Colorado, United States
Greenwood Village, Colorado, United StatesOn-siteFull Time$85,000–$85,000 yearSenior LevelBachelors DegreeEnterprise
Full TimeSenior LevelBachelors DegreeEnterprise
Job Summary
Conduct ongoing investment due diligence, analysis, and reporting to institutional clients, including asset manager selection and asset class research. Execute portfolio construction, asset allocation, and asset/liability modeling while driving scalable AI deployment in investment research. Deliver macroeconomic and industry research, manage client project development, and assist with RFP responses. Collaborate with the Wealth Management Global Investment Office to delineate investment policy and support client-facing coordination.
Required Qualifications
- Undergraduate degree
- 4-7 years of previous experience in a similar role within the investment research or consulting industry
- Strong written and verbal communication skills
- Experience working directly with clients and producing client-facing research or investment deliverables
Desired Qualifications
- Experience with Bloomberg, eVestment, and/or Morningstar Direct
- Experience with AI- and AI-related integrations
- Desire to progress toward the CFA designation (if not already attained)
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