Investment Analyst

Job Summary The Investment Analyst is responsible for helping the Investment Products & Research team manage research and due diligence efforts. The right individual will have excellent analytical capability, a strong work ethic, and some experience or demonstrated capability in the investment industry. Responsibilities Investment Analysis: Track, evaluate, and perform due diligence for our investment advisory offerings across Liquid Markets (Equities and Fixed Income), Structured Products, and Alternatives. Prepare ad‑hoc and ongoing investment analysis to be shared with colleagues and in weekly investment team meetings. Investment Presentation and Writing: Prepare investment memos, investment analysis, and general market update materials with the investment team. Data Management: Collect, validate, and maintain financial data from multiple sources. Collaboration: Work closely with client solutions, investment product, and performance teams to improve processes. May support structured product efforts and work in SIMON platform from time to time. Governance: Ensure adherence to regulatory requirements and internal policies in all reporting and analysis. Forecasting & Modeling: Support financial modeling and scenario analysis for team projects and senior‑management requests. Special Projects: Participate in special team‑wide projects as needed. Qualifications Bachelor’s degree in Finance, Economics, Business, or a related field. 2+ years of experience in investment analysis, performance reporting/analysis, or a similar role. FINRA Series 7 license preferred. Demonstrated understanding of investment products and capital markets. Excellent analytical, problem‑solving, and communication skills. Preferred Qualifications Proficiency with Microsoft Office suite and familiarity with data analytics tools preferred. Location Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week Salary Range $75,000 - $85,000 per year Benefits Premium benefit package including medical, vision, dental, life and long‑term disability insurance. Paid vacation and sick time. 401(k) retirement plan with company matching. Eleven paid holidays. #J-18808-Ljbffr