Investment Analyst

We are seeking a highly analytical Portfolio Analyst to support portfolio management, investment research, and portfolio implementation activities within a growing wealth management environment. Key Responsibilities Analyze investment portfolios, performance, and asset allocation strategies Support portfolio rebalancing, trade implementation, and investment operations Conduct market, economic, and investment research Prepare performance reports and portfolio reviews Collaborate with advisors and clients to support investment planning and portfolio recommendations Monitor portfolio risks, trends, and opportunities Assist with quantitative analysis, financial modeling, and investment reporting Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or related field Experience in portfolio management support, investment operations, wealth management, or financial analysis Strong understanding of asset allocation, portfolio performance, and investment markets Advanced Excel skills required Experience with investment platforms such as Morningstar, Orion, Tamarac, Bloomberg, FactSet, or similar tools preferred Exposure to SQL, Power BI, Python, or financial modeling tools is a plus CFA designation or willingness to pursue the CFA program strongly preferred Ideal candidates are detail-oriented, intellectually curious, and passionate about investments, financial markets, and long-term portfolio management. Benefits include medical, dental, vision, 401(k), and statutory sick pay for temporary assignments. Equal Opportunity Employer / Disabled / Protected Veterans #J-18808-Ljbffr AppleOne Employment Services