WM Investment Analyst

Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: We are seeking a talented Investment Analyst to join our Rehmann Wealth Management team. This role will have a hybrid work schedule with 3 days in our Troy office (preferably Tuesday / Wednesday / Thursday with the rest of the team). How You'll Make an Impact at Rehmann: Conduct periodic analyses of investment and investment manager performance Perform ad hoc analyses of investment portfolios Generate output to facilitate quarterly review of model allocations Monitor market developments and provide recommendations related to portfolio positioning Provide oversight of model allocations and recommended managers Participate in development of market commentaries and other publications Research, identify and present new software solutions or investment subscriptions to members of the Investment Department Complete a broad range of investment research assignments Perform necessary research and analysis when responding to requests to consider adding new investment managers to the List of Recommended Funds Execute trades based on model changes and Advisor requests on individual accounts Collaborate with advisors to onboard clients, implement investment strategies, communicate positioning, etc. Your Desired Skills, Values & Experiences: Possesses a Bachelor's Degree in finance, economics or related field Has 0-3 years of professional relevant work experience in the finance industry Possesses advanced technical knowledge in the areas of portfolio construction, asset allocation, and investment management Proficiency in the use of Investment Department technology such as Bloomberg, MPI, Zephyr, Morningstar, and/or other software used in the industry Proficient in related research (investments, insurance, financial planning, etc.) Proficient in Microsoft Excel Ability to manage time and prioritize tasks, including multiple priorities and demands Progress towards or desire to pursue CFA designation viewed favorably This includes benefits focused on: physical and mental health paid time off for volunteering and diversity-related activities flexible work arrangements more Rehmann is an Equal Opportunity Employer. Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For over 80 years, Rehmann has provided forward-thinking solutions to our clients nationwide. With over 1,000 associates in Michigan, Ohio, and Florida, we are the momentum behind what's possible. We focus on the business of business - allowing companies and individuals to focus on what makes them extraordinary. We help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through our partnerships with our clients and communities, we drive impact that empowers our world. Find us online at rehmann.com #J-18808-Ljbffr Rehmann Financial Group, LLC