Investment Analyst

Job Description

Job Description

About the Company: Our 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.

About the Role: 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 research
• Execute trades and support portfolio rebalancing activities
• Maintain investment models and portfolio data
• Develop tools and process improvements using technology and automation
• Support advisor research requests and reporting needs
• Assist with special projects and ongoing investment team initiatives

Required Qualifications:

• Bachelor's degree or equivalent relevant experience
• 2-5 years of relevant experience in investments, finance, trading, analytics, or a related field
• Strong understanding of financial markets and investments
• Advanced Excel skills, including pivot tables, lookups, and data analysis functions
• Working knowledge of Python, SQL, VBA, or similar programming languages
• Strong communication, organizational, and problem-solving skills

 

Preferred Qualifications:

• Trading or portfolio rebalancing experience
• Investment or fund research experience
• Experience with AI tools and automation initiatives
• Progress toward or interest in pursuing the CFA designation

Key Responsibilities:

• Conduct investment and fund research
• Execute trades and support portfolio rebalancing activities
• Maintain investment models and portfolio data
• Develop tools and process improvements using technology and automation
• Support advisor research requests and reporting needs
• Assist with special projects and ongoing investment team initiatives

Location: Utica, NY (Onsite)

Base Salary: $70,000.00 - $100,000.00

Total Compensation: $80,000.00-$125,000.00

Strategic 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.