Investment Analyst

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, an established wealth management practice in Raleigh-Durham. Responsibilities Benchmarking and creating performance reports Creating investment proposals Ensuring all information is up to date in CRMS Ad hoc investment research reports Investment Trading Initial onboarding trading for advisory and brokerage accounts Ongoing trading for advisory and brokerage accounts Tax loss harvesting Opportunistic rebalancing Dollar cost average investing Tactical tilts Elimination of current holding(s) and/or introduction of new holding(s) Manage model transitions Qualifications Bachelor’s degree in Finance, Economics or related field 3-7 years of direct experience in asset management, preferably working in investment-related functions FINRA SIE, Series 7, and 63 licensed Required Skills Strong knowledge of traditional and non-traditional asset classes Excellent client presentation and analytical skills Experience with Pershing platform, Morningstar, Envestnet (EV2) and/or NetX360 technology a plus Strong understanding of investment strategies, financial planning, and trade execution Preferred Skills Collaborative and detail-oriented with strong follow-through High adaptability and openness to learning new investment systems and tools Analytical mindset with the ability to assess market trends and risk management strategies