Investment Analyst

Birmingham, AL

The primary role of the Investment Analyst will be to support members of the Wealth Solutions Group investment team.


Primary Accountabilities/Responsibilities: 

  • Assist with development of due diligence reviews of third-party investment products and strategies as well as WSG portfolios
  • Assist with research of underlying investment products and securities that might be used to construct WSG fund/ETF and US equity portfolios
  • Assist with routine reporting and analysis provided to other groups within SA Stone and third parties
  • Prepare regular reports for members of the investment team utilizing various financial applications and programs: Bloomberg, Morningstar, MPI
  • Monitor current economic topics and events as it relates to report preparation
  • Enter data as needed for client service and internal requests
  • Perform rebalancing and trading analysis for accounts
  • Prepare meeting materials for team members and clients
  • Pull appropriate data for review of various money managers according to due diligence requirements and complete current form for review and approval
  • Participate in various internal investment decision-making workgroups
  • Provide notes as needed for various internal and external meetings
  • Work collaboratively with other analysts and employees
  • Develop a keen knowledge of products, services, and technology available
  • Additional projects as needed to support financial advisors and their business
  • Maintain prompt and regular attendance.
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.


Job Requirements:

  • 4-year Undergraduate degree with studies focused on finance / economics preferred
  • Willingness to pursue graduate work and CFA designation preferred
  • Willingness to pursue needed registration exams
  • Ability to clearly communicate, meet deadlines, and grow within the role
  • Strong analytical skills, detail oriented, organized, and ability to prioritize
  • Work collaboratively with other members of the team
  • Proficiency in Excel, including use of various formulas, preferred
  • Enthusiastic, positive energy
  • Must be authorized to work in the US for any employer


Physical requirements/Working conditions:

  • Climate controlled office environment
  • Minimal physical requirements other than occasional light lifting of boxed materials
  • Dynamic, time-sensitive environment

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