Type: Full-time, remote (Must sit in Charlotte, NC)
Comp: $150k-$175k + bonus
Our firm is an independent financial services company dedicated to serving successful individuals, their families, and their businesses. We strive to elevate the standards of wealth management by prioritizing our clients' needs and aspirations. Our mission is to help clients identify and achieve their life goals by leveraging our collective experience to understand their perspectives and priorities. We provide straightforward, conflict-free advice, always putting clients first. We are currently seeking an experienced Senior Analyst to join our team, reporting directly to our Chief Investment Officer while collaborating closely with the broader Investments Team.
Use metrics and data visualizations to effectively report on portfolio performance and support decision-making at the department and organizational levels.
Provide investment advisory services to a client base of all ages and stages of wealth.
Deliver sound investment advice and strategies based on market performance.
Develop and implement project management methodologies and best practices to build on the team's skills and abilities.
Ensure adherence to company legal and compliance standards.
Analyze and appraise sales costs and performance on an ongoing basis.
Facilitate project reviews and checkpoint meetings.
Analyze key performance indicators to produce reports on portfolio and projects.
Escalate issues that threaten portfolio and project success.
Requirements:
Bachelor's degree in finance or related field.
Five or more years of professional experience with investments.
In-depth knowledge of securities, insurance, and mutual funds.
Proficiency with investment research applications.
Industry certifications such as CFA® are strongly preferred, but not required.
Personal integrity and an ability to maintain confidentiality of company and client information.
Self-motivated with a strong interest in investment industry.