Investment Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Investment Analyst 6 days ago Requisition ID: 1926 Salary Range: $68,000.00 To $90,000.00 Annually GENERAL JOB DESCRIPTION Evoke Advisors, a division of MAI Capital, is seeking an Investment Analyst with excellent quantitative, analytical, and interpersonal skills to join our team of Forbes- and Barron’s-recognized Advisors. This is a financial, markets-focused role for someone who thrives on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth (UHNW) individuals and families. As a member of the advisory team, you will support Advisors in portfolio construction and analysis, performance reporting, and the execution of client requests, all delivered to a standard of excellence. The ideal candidate thinks critically, learns quickly, and works with precision in a fast-paced environment. This position is based in the Century City office and requires five days per week in office. MAJOR DUTIES AND RESPONSIBILITIES Builds and maintains financial models and conducts portfolio analysis across a range of asset classes and account structures Reviews current client allocations and drafts recommendations for Advisor review, keeping portfolios aligned with client objectives, risk tolerance, and mandates Partners with Advisors and the client services team on asset allocation design and portfolio maintenance Prepares client meeting materials, performance reporting, decks, and quantitative analyses to a standard of excellence Prepares and maintains the underlying data supporting client performance reports Builds fundamentals in the first year — financial modeling, data, deck creation, and learning how we invest and advise Progresses toward an appropriate credential (see Credential Path below) EXPERIENCE / CREDENTIALS Bachelor’s degree in finance, economics, accounting, mathematics, or a related quantitative field Advanced proficiency with Microsoft Excel (modeling, functions, data analysis); strong PowerPoint and Word skills Interest in markets, investing, and wealth advisory generally. This role is a broad introduction to advising Ultra High Net Worth clients rather than a securities-research seat CREDENTIAL PATH Year one focuses on fundamentals. In the second and third years, Analysts begin working toward a credential aligned with their intended direction — the CFA for those moving toward research, or the CFP for those moving toward advising. Some designations carry work-experience requirements, so timing is planned individually. SKILLS AND QUALIFICATIONS Strong quantitative and analytical skills Strong business writing and verbal communication skills Exceptional attention to detail and a high standard of accuracy Ability to manage competing priorities and meet deadlines in a fast-paced environment Intellectual curiosity and an all-in approach to learning Maintains strict confidentiality and discretion when handling sensitive client information FEATURED BENEFITS Discretionary Bonus Medical, Dental & Vision Insurance 401(k) Health Savings Account Paid Maternity & Parental Leave Tuition Reimbursement #J-18808-Ljbffr MAI