Investment Analyst

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