Investment Analyst

Job Summary

Key Deliverables and Responsibilities

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 with an excellent work ethic and some experience or demonstrated capability in the investment industry.


What You'll Do:

• 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 in conjunction with the investment team.
  
  

• Data Management: Collect, validate, and maintain financial data from multiple sources.
  
  

• Collaboration: Work closely with our client solutions, investment product, and performance teams to improve processes. May be asked to support our structured product efforts from time to time including working in our SIMON platform.
  
  

• 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 financial requests from senior management.
  
  

• Special Projects: Be involved with special teamwide projects as needed.
  
  

What We Are Looking For

• Bachelor's degree in Finance, Economics, Business, or related field.
  
  

• 2+ years of experience in investment analysis, performance reporting/analysis or similar.
  
  

• 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's suite of products; familiarity with data analytics tools preferred.
  
  

Location: Phoenix, AZ or Fairfield, IA - Hybrid in-office 3x/week


Salary Range: $75,000 - 85,000/year


Why Cambridge?


Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
  
  

• Vacation/sick time
  
  

• 401K retirement plan with company matching program
  
  

• Eleven paid holidays
  
  

You can find more details about our comprehensive benefits package here.


Company Overview:


At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.


For further information about Cambridge, please visit