Investment Analyst

Investment AnalystOur client, Strategic Financial Services, is a growing independent wealth management and retirement advisory firm committed to helping individuals and organizations achieve their financial goals. The firm offers a collaborative, team-oriented environment where employees have the opportunity to contribute meaningfully, develop professionally, and make a direct impact on client outcomes.The Investment Analyst will join a small, highly collaborative investment team and gain hands-on exposure to trading, investment research, portfolio management, and data analytics. This role is ideal for someone who enjoys financial markets, has strong analytical abilities, and is excited to leverage technology, automation, and AI to improve investment processes and outcomes. The position offers broad responsibility and the opportunity to grow within a dynamic, fast-paced environment.Responsibilities:Conduct investment and fund researchExecute trades and support portfolio rebalancing activitiesMaintain investment models and portfolio dataDevelop tools and process improvements using technology and automationSupport advisor research requests and reporting needsAssist with special projects and ongoing investment team initiativesRequired Qualifications:Bachelor's degree or equivalent relevant experience2-5 years of relevant experience in investments, finance, trading, analytics, or a related fieldStrong understanding of financial markets and investmentsAdvanced Excel skills, including pivot tables, lookups, and data analysis functionsWorking knowledge of Python, SQL, VBA, or similar programming languagesStrong communication, organizational, and problem-solving skillsPreferred Qualifications:Trading or portfolio rebalancing experienceInvestment or fund research experienceExperience with AI tools and automation initiativesProgress toward or interest in pursuing the CFA designationLocation: Utica, NY (Onsite)Base Salary: $70,000.00 - $100,000.00Total Compensation: $80,000.00-$125,000.00Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.