Investment Analyst

Investment Analyst

Chapel Hill, NC

Position Summary

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.

Eton Advisors is looking for an Investment Analyst to compile, organize, and interpret investment data and research in support of investment decision-making, implementation, portfolio reporting, and client communications.

It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years.

This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

• Execute and support a range of investment- and client-related activities, including:
• Researching and responding to client questions on existing and prospective investments
• Preparing materials for client and prospective client meetings
• Coordinating preparation and follow-up for quarterly Investment Committee meetings
• Supporting quarterly reporting and performance deliverables
• Assisting with portfolio trading and rebalancing activities
• Prepare portfolio analyses, modeling, and recommendations for review with senior investment team members.
• Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records
• Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.
• Serve as Secretary of the Investment Committee and, upon completion of the CFA designation, become a voting member.
• Interact directly with clients as a representative of the investment team, as needed.

Qualifications

• Bachelor's degree; relevant financial experience required
• 2+ years of industry experience
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated commitment to service excellence and the highest standards of integrity, professionalism, and business ethics
• Ability to work in a highly confidential, low-profile environment
• Excellent organizational skills and strong attention to detail
• Strong analytical and problem-solving skills
• Understanding of accounting processes, procedures, and internal controls
• High proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, and Access)

Focus Financial Partners