Financial Planning/Investment Analyst
H Cap Connect, LLC.
Investment Analyst / Associate Advisor
This position is located in Pepper Pike, Ohio and is In-Office.
A growing boutique wealth management and advisory firm is seeking an analytical, detail-oriented professional to support investment research, portfolio analysis, and financial planning initiatives. This is an excellent opportunity for someone who enjoys technical analysis, problem-solving, and contributing behind the scenes to sophisticated client strategies in a collaborative, entrepreneurial environment.
The firm works with high-net-worth families and business owners and is looking for someone who thrives in a fast-paced, team-oriented culture where accuracy, responsiveness, and intellectual curiosity are highly valued.
Key Responsibilities
- Conduct portfolio analysis and assist with investment research initiatives
- Support financial planning and modeling efforts
- Analyze client financial data and prepare planning recommendations
- Assist with asset allocation reviews, investment due diligence, and portfolio monitoring
- Prepare reports, presentation materials, and supporting documentation for client meetings
- Support trading, rebalancing, and operational workflows under advisor direction
- Research market trends, economic data, and investment performance
- Maintain accurate client records and documentation
- Collaborate closely with advisors and leadership on strategic initiatives
Ideal Candidate Profile
The ideal candidate is:
- Analytical and technically minded
- Highly organized with strong attention to detail
- A proactive problem solver
- Coachable and intellectually curious
- Comfortable working both independently and collaboratively
- Interested in long-term growth within the wealth management industry
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of professional experience in a financial services, investment, banking, or analytical environment
- Strong proficiency in Microsoft Office Suite, especially Excel and EMoney.
- Experience with financial planning or portfolio analysis software is a plus
- Securities licensing is a plus or willingness to obtain licensing within the first six months
- Ability to manage multiple priorities in a professional office setting
What Makes This Opportunity Unique
- Exposure to sophisticated financial planning and investment strategies
- Collaborative, boutique firm environment with direct access to leadership
- Opportunity to grow into larger analytical, investment, or advisory responsibilities
- Stable, team-focused culture that values professional development and work-life balance
Vacancy posted 1 day ago
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