Investment Analyst I

Willenborg Wealth Management

Base: $70,000.00-$72,000.00; bonus/equity: not spe...
Hybrid
Investment strategy research development
Factset and bloomberg data analysis
Quantitative model creation and forecasting
Willenborg Wealth Management is seeking an Investment Analyst I to support its Investment Strategy Group by developing quantitative and qualitative research, assisting in the creation of investment materials, and collaborating with various departments. The ideal candidate should possess strong analytical skills, knowledge of financial markets, and relevant educational qualifications, alongside the ability to communicate effectively and work within a team. This hybrid position offers an attractive salary range and emphasizes a people-first culture

Job Summary

  • This role supports the PCG CIO and Investment Strategy Committee in developing the 'CIO View' for Financial Advisors through quantitative and qualitative research.
  • The analyst is responsible for creating proprietary investment strategy materials including white papers, presentations, and infographics while coordinating with marketing and compliance.
  • Candidates must possess strong communication skills to assist advisors with inquiries and participate in branch professional showcases and AMP events.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking an Investment Analyst I to support its Investment Strategy Group by developing quantitative and qualitative research, assisting in the creation of investment materials, and collaborating with various departments. The ideal candidate should possess strong analytical skills, knowledge of financial markets, and relevant educational qualifications, alongside the ability to communicate effectively and work within a team. This hybrid position offers an attractive salary range and emphasizes a people-first culture.

Salary

Base: $70,000.00-$72,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment strategy research development
  • FactSet and Bloomberg data analysis
  • Quantitative model creation and forecasting
  • White paper and presentation authoring
  • Marketing and compliance coordination

Nice-to-have

  • Graphic design skills with InDesign
  • Social media outreach experience
  • Strong work ethic and attention to detail
  • Ability to work under minimal supervision
  • Self-motivated individualistic research creation

Key Requirements

  • Bachelor's degree in Business Administration, Economics, or Finance
  • 1-3 years of financial services industry experience
  • FINRA SIE license required
  • FINRA Series 7 and Series 63 licenses required within 6 months
  • Proficiency in Microsoft Office and financial research tools

Work Rights

Not specified

Tailored Resume

Cover Letter